Asset Protection

TRUST
  • Structuring

  • Trustee/Co-Trustee

  • Administration

  • Escrow Services

TRUSTEE
  • Administration

  • Compliance

  • Risk Management

  • Legal Affairs

Private Investment Trust

The private investment trust could be described as the evolution of the holding company in private equity or venture capital investments. Evolution means that this kind of trust operates in the same way as an investment fund and, although there is an investment committee, the guarantor of investments and approved strategies (including administration) remains a third party entity which is the Trustee. This vehicle encapsulates the simplicity, malleability and costs characteristic of an unregulated fund, but at the same time provides an independent, guaranteeing vehicle for investment participants.

Corporate Trust

The Corporate Trust is a very popular vehicle for all corporate finance transactions requiring a level of professionalism at institutional level. With a Corporate Trust structure, Ephelia makes it possible for corporates and other entities to raise finance by ensuring investors to have a sophisticated, experienced and engaged role throughout the life of a transaction. Ephelia also gives the borrower/issuer a point of contact for communicating with its investors. Ephelia combines resources and expertise to allow borrowers/issuers to focus on their core business requirements.

Private & Family Trust

A will has always been the natural act for regulating the succession of one's assets and activities to spouses, civil partners or children, but it cannot be used to assign them to the next of kin while the settlor is still alive. One way of doing this is to set up a family or private trust, a simple yet efficient way of structuring your succession in an orderly manner but also of managing your assets while you are still alive. At Ephelia, we have over 20 years' experience in structuring estate and asset protection trusts using the best legal frameworks available.