Licensed Trust Company
Zobec Trust Company Limited is a licensed Bermuda trust company regulated by the Bermuda Monetary Authority.
At Zobec, we understand that each client has unique circumstances, priorities and aspirations. Whether clients require trustee services to administer a trust for multi-generational families, or a trust to optimize a global business, Zobec can provide the expertise and care necessary to establish and maintain the ongoing integrity of the structure. Using our experienced professionals and worldwide connections, we can ensure that these requirements are met.
Some of our services include:
- Trustee for discretionary, charitable, fixed interest and purpose trusts
- Trustee for pension funds
- Administration of private trust companies
- Protector services
- Administration of companies
- Nominee to hold property for beneficial owners
In order to ensure the long-term success of a trust, we believe that developing a strong relationship with the settlor and the beneficiaries is vital. From the beginning, Zobec develops a rapport with our clients and their families to enable us to anticipate and address their evolving needs. We undertake periodic reviews which look into all aspects of the trust, including:
- Current circumstances of the beneficiaries
- Financial statements
- Letter of wishes
- Regulatory anti-money laundering procedures
- Overall investment performance
As trustee, Zobec utilizes well-established investment managers. We have long-standing relationships with many financial organizations both locally and in the major financial centers. We are in regular contact with our investment managers and our clients; ensuring the investment portfolio achieves both the short-term and long-term objectives of the trust.
For an even more streamlined and in-depth approach, many of our clients employ Zobec to provide accounting and corporate services.