Trust Management

Apogee provides help planning, forming, and even managing a Trust, if necessary. Many offshore trusts are used as part of a larger asset protection plan. They can also be used for estate planning purposes, as a supplement to a business plan or restructuring, or wealth preservation.

A trust is created when assets are transferred to a Trustee, such as Apogee, and managed for the benefit of one or more beneficiaries, which can be the Settlor of the Trust, his/her family, or other individuals. The Trust can make investments, purchase property or other assets, make payments to beneficiaries, etc.

The flexibility of the Trust makes it an appealing vehicle for many different people. You should contact Apogee to discuss your needs in more detail so that Apogee can help you determine if a trust structure is right for you.