Trust Services for Long-Term Wealth Security
IMS is licensed by the Cayman Islands Monetary Authority to provide full trust and fiduciary services. We help private clients, family offices, and institutional investors establish and manage Cayman trusts that safeguard assets and support long-term succession goals
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Comprehensive Trust and Fiduciary Services
- Establishment and comprehensive administration of trusts, including on-going liaison with professional advisers and other parties.
- Acting as holder of management shares for investment funds.
- Acting as trustee of unit trusts or private trust arrangements.
- Acting as Protector or Enforcer where we are not Trustee.
- Preparation of appropriate financial records.
- Implementation of controls to ensure that confidentiality and protection of assets are maintained at all times, as legislation allows.
- Bespoke wealth management solutions using trusts and private companies help families, individuals, and corporations achieve succession planning, asset protection, and tax neutrality. Working with clients’ trusted advisers, IMS establishes and administers robust offshore structures designed for privacy, flexibility, and long-term preservation of wealth.
Private Trust Companies (PTCs) offer HNW and UHNW families greater involvement in trust administration, often forming the foundation of family offices or complex wealth structures. Acting as trustee for family or connected trusts, PTCs allow trusted advisers or family members to sit on the board while IMS provides directors, secretarial support, and full administrative services. We can form and administer Private Trust Companies (PTCs) which offer HNW and UHNW families greater involvement in trust administration, often forming the foundation of family offices or complex wealth structures. Acting as trustee for family or connected trusts, PTCs allow trusted advisers or family members to sit on the board while IMS provides directors, secretarial support, and full administrative services.
Purpose Trusts, including Cayman STAR Trusts, are flexible structures used for holding assets, owning Private Trust Companies, or achieving specific non-charitable objectives. IMS establishes and administers these trusts, providing professional trusteeship, governance, and ongoing compliance to protect assets and ensure objectives are met with discretion and efficiency.
Expert Team with Proven Experience
Our staff includes STEP members and a diverse team of experienced financial specialists.
Fully Licensed and Regulated Services
IMS is fully licensed by CIMA to provide corporate and trust services.
Global Trust and Client Base
We work for individuals, family offices, and large-scale corporations.
Collaborative Approach with Local Law Firms
We work with leading Cayman Islands legal, accounting and tax advisors.