Trust & Corporate Services

We understand the importance of planning for the future and safeguarding the financial well-being of your family.

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Our team of experienced professionals is dedicated to providing personalised guidance, tailored strategies, and the peace of mind that comes with knowing your legacy is in capable hands.

Every year our clients are faced with new challenges, not just in their home countries and those of family members, but also in the jurisdictions where they invest and hold assets.

Never has the legal, fiscal and regulatory environment changed so quickly. The Probus Pleion Group is a trusted advisor and source of support to clients in negotiating an ever more complex world.

Our aim is to add value in helping find bespoke solutions and opportunities within the wealth management landscape.

We are able to tailor and administer personalised structures for clients wishing to hold assets through trusts, foundations and companies in order to meet a variety of needs.

Our proactive approach allows us to assist in a number of areas to help meet typical wealth structuring needs:

Estate and succession planning for future generations
Philanthropic goals
Opportunities for tax planning, optimisation and ease of reporting
Asset protection

The knowledge and expertise we have also allows us to work closely with clients in coordinating aspects of their financial planning by liaising with their tax, accounting and legal advisors, banks, assets managers and professional service providers to help oversee, consolidate and simplify their affairs.