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Peregrine Corporate Services Limited (“Peregrine”), Maitland Group, Capital International Group and Optimus Group are heading out to South Africa to host their second roadshow between 10th and 13th February.
Utilising a professional trustee can be daunting prospect. Handing over your worldly assets to someone you have potentially never met face to face could easily keep you awake at night. However, there are many benefits to utilising a professional trustee and with the ever increasing burden of reporting, record keeping, GDPR and onerous fiduciary responsibility that are placed on all trustees, engaging with one in a high regulated jurisdiction is key.
Earlier this week, I had the pleasure of meeting two gentlemen who specialise in providing bespoke services to high net worth individuals. This in itself is not a particularly unusual scenario as, through our professional networks, we often have visitors arrive at our office to meet and discuss what opportunities there may be for our respective firms to work together, but the subject matter and resonating considerations following meeting were quite different.