Areas of Service
While we offer a full range of fiduciary services, we also provide custody and investment management oversight and we do it without red tape and bureaucratic impediment.
The team works closely with new clients, their families and their advisors to ensure a smooth set up, transition and a successful long-term fiduciary relationship. They fully understand that the financial needs of affluent individuals and their families today require a special degree of sophistication and fine tuning.
Sackville’s main areas of service:
- Trust offerings and solutions:
Trust formation and administration, with special emphasis on personal family trusts including Private Trust Companies (PTC’s); estate and succession planning; asset protection; on-going and proactive administration, guidance and financial reporting. We also provide Trustee services for Institutional Unit Trusts.
- Company incorporation and management:
We provide a registered office, directors, officers, maintenance of all records, assistance with preparation of minutes for Directors and Shareholders, submission of annual returns and payment of the annual fee to the Registrar of Companies and completion of financial statements. We add value through our detailed management of all assets, including guidance with respect to all transactions.
- Investment guidance and oversight:
Utilizing experienced third-party managers with solid track records, we work with you to understand your objectives, provide guidance on investment policy and deliver clear and strong oversight to ensure managers are achieving their objectives without deviating from their mandate and risk-parameters.
Utilizing strong international custodians, we provide secure, efficient custody of assets, trading and corporate activity administration at competitive pricing.
- Credit facilities:
We provide both short and long-term credit facilities for clients at competitive rates.
For small companies based in the Cayman Islands we ensure compliance by reviewing and implementing policies and procedures, providing internal audit and Anti Money Laundering training to satisfy regulatory requirements.
- Sackville Yacht Services:
Provides the owners of luxury yachts with advice on fiduciary, banking, registration, insurance and yacht management through their team of professionals based in the Cayman Islands.