Your Centre for Worldwide Inestment

With increasing globalisation, many families have departed from their countries of origin and have spread their financial interests worldwide.

The management of family and individual wealth and succession planning can become extremely complex and time consuming dealing with a multitude of professional (tax and legal) advisors, wealth managers, banks, property managers and insurers.

Increasing compliance requirements from the various organisations have made it very time consuming to create new relationships.

Owen Trust can address this complexity and simplify management and reporting for you. It can provide a centralised administration centre to undertake these personal burdens. This can save you time and improve the management of wealth.

You may choose your assets to be held simply as nominee, in trust or as part of a corporate structure whichever is deemed the most appropriate to ensure that your assets are managed in the most efficient manner.

You can customise the reporting you receive to ensure you may receive exactly the information you need. The reporting can summarize asset positions and report on performance in terms of capital gains and income.

Reports can also be distributed to individuals for tax reporting purposes.