Wealth Management

  • As an independent and fully licensed trust and fiduciary service provider in the Cayman Islands, we can work with our clients’ own preferred advisors (tax, legal, financial etc.) when dealing with wealth structuring matters.
  • We have a wealth of experience in establishing offshore structures to individuals, families and blue chip companies alike.  A combination of trusts and private companies continue to be the preferred structure for wealth management purposes worldwide, which can help to ensure privacy and provide efficient asset management and administration.
  • Used correctly, and with appropriate legal and tax advice, trusts (with or without underlying companies) can be extremely robust tools, used not only for securing tax neutrality but also in achieving succession planning  goals (e.g. by avoiding forced heirship rules) whilst creating flexibility for beneficiaries and protection from the unknown, such as political upheaval and reckless or imprudent beneficiaries.
  • Please see our Purpose Trusts page and our Private Trust Companies page for more details regarding the more popular trust tools being utilised of late by our clients.

Why Use IMS?

Professionally Qualified & Experienced Individuals

  • Chartered Accountants, Lawyers, Chartered Secretaries, Chartered Financial Analysts and Trust & Estate Practitioners.
  • Over 200 years of collective experience in the financial services industry.
  • We provide services to High Net Worth and Ultra High Net Worth individuals and family offices.

Network of Professional Advisers

  • As a totally independent service provider, we have an extensive network of professionals at our fingertips, from lawyers and accountants, to tax advisers and banking institutions.
  • We can also work with your own professional advisers to help you reach your structuring goals.

Responsive & Accessible Service

  • Team response provides professional back-up, assisted by the IMS clerical and IT support staff, designed to ensure continuity of services.

Efficient & Effective Service

  • Considered application of knowledge and expertise to any given circumstance.

Dedicated Service

  • Senior staff retain control of process from inception onwards

Latest Events

Markets Group Private Wealth Latin American & The Caribbean

22 Oct 2019

Opal Group's Emerging Managers Summit 2019 in NYC!

24 Sep 2019