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Trust & Fiduciary

Modern estate planning for legacy wealth — simplify at home, accommodate international needs, and protect what matters for the next generation.

Legacy wealth management, made practical

With Emirates Finance Corporation, you are assured that the best long‑term plans for legacy wealth management are put in place — so the next generation can build on the foundation you have created. We help arrange, manage and protect your affairs so that you, your family and beneficiaries may enjoy the maximum benefit, both during your lifetime and thereafter.

Our role is to simplify complexity: coordinate wills, estate planning and trusts with efficient administration across multiple jurisdictions.

Explore wealth management

We coordinate with your tax and legal advisors; nothing herein constitutes tax or legal advice.

Family legacy planning

What we do

Wills & estate planning

Drafting coordination, letters of wishes, executorship planning, guardianship guidance and probate pathway alignment across jurisdictions.

Trust setup & review

Design and implementation of discretionary, purpose or fixed trusts; settlor, trustee, protector and enforcer roles clarified with governance protocols.

International administration

Efficient administration of international fiduciary arrangements and investments: banking, accounting, distributions, custody liaison and compliance calendars.

Succession & business continuity

Ownership transition frameworks, buy‑sell agreements, key‑person risk mitigation and governance charters for family enterprises.

Reporting & oversight

Consolidated statements, performance/risk reports, capital calls and distributions tracking; clear board/beneficiary communications.

Advisor coordination

Work alongside your legal, tax and audit advisors to ensure documents and structures align with objectives and regulation.

Common structures we support

  • • Discretionary and fixed trusts (multi‑jurisdiction)
  • • Foundations and private trust companies (PTCs)
  • • Holding companies, SPVs/EPVs for assets and projects
  • • Purpose trusts and charitable trusts
  • • Insurance/portfolio wrappers where suitable

We work with licensed trustees, administrators and corporate service providers in leading jurisdictions.

Typical administration services

Banking
Account opening & payments
Records
Bookkeeping & filings
Corporate
Board & resolutions
Custody
Broker/custodian liaison

Scope tailored by jurisdiction, structure and underlying assets.

Getting started

  1. Discovery. Define objectives: legacy, control, privacy, tax alignment and beneficiaries.
  2. Design. Select structure(s), jurisdictions, roles (trustee/protector) and governance.
  3. Implement. Draft documents with counsel, establish entities, onboard banks/custodians.
  4. Fund. Transfer assets per plan; document sources, valuations and consents.
  5. Administer. Ongoing compliance, reporting and periodic reviews.

Onboarding checklist

  • • KYC: passport, proof of address; for entities: certificates and registers
  • • Source of wealth/funds, org charts and asset registers
  • • Existing wills/trust deeds, letters of wishes (if any)
  • • Objectives, beneficiaries, distribution preferences
  • • Preferred jurisdictions and advisors to coordinate with

Complete materials accelerate setup and reduce re‑papering later.

Governance & policies

  • • KYC/AML standards and counterparty screening
  • • Data privacy, confidentiality and information security
  • • Business continuity and resilience planning
  • • Risk management framework and escalation protocols
  • • Ongoing compliance training and audits

Important notes

  • • EFC coordinates with licensed trustees and legal/tax advisors.
  • • Structures are jurisdiction‑specific; regulations change over time.
  • • Documentation and timelines vary with complexity and counterparties.

Frequently asked questions

What is the difference between a will and a trust?

A will directs distribution of assets through probate after death; a trust can hold and distribute assets during your lifetime and after, often with privacy and continuity benefits. Many plans use both.

Do you act as trustee?

We typically coordinate with licensed trustees and corporate service providers. Where appropriate, we help design governance (including protector/enforcer roles) and provide administration oversight.

Which jurisdictions do you support?

We work across leading trust and corporate jurisdictions and align with your residency, tax and regulatory profile. Final selection follows legal/tax advice.

How long does setup take?

Simple structures can be established in weeks; multi‑jurisdictional plans with banks and custodians can take several months due to KYC, documentation and asset transfers.

Can I change beneficiaries or terms later?

Potentially, depending on the structure (e.g., discretionary trust) and governing law. Letters of wishes can guide trustees; seek legal advice before changes.

Plan today for tomorrow’s legacy

We simplify cross‑border complexity and coordinate the right partners for you.