Financial management has never been as important as before, as there are many new instruments, strategies and regulations that can have an impact on an individual. Just like an insurance policy, a trust deed is now an important part of personal financial planning.
What sets The Swedish Trust apart from others is that it not just sets up trust deeds, but also manages the assets in a way that its clients also have access to multiple avenues of having the best returns.
The Swedish Trust is a fully licensed, boutique trust and investment management specialist that provides bespoke and customized solutions to our clients. We are officially registered and fully compliant in Sweden, a country with international respect and wide recognition, not only throughout Europe but also throughout the world.
Why Set Up A Trust?
But what is a trust? At its simplest, a trust is an arrangement whereby property or assets are transferred from one person (the ‘settlor’) to another person (the ‘trustee’) to hold the property for the benefit of a specified list or class of persons (the ‘beneficiaries’).
The practical advantages of a trust are gained from the distinction that is drawn between the formal or legal owner of the property, the trustee, and those people that have the use or benefit of the property, the beneficiaries. It is vital that the trustee remains independent and exercises proper control over the trust property. A trust may be deemed invalid if the settlor continues to exercise power over the trust assets by retaining benefit or control, or by giving direction to the trustees.
Those unfamiliar with the trust concept are often concerned at the prospect of transferring ownership of their property to a trustee. This concern can be alleviated if the trust concept and the distinction between legal and beneficial ownership are properly understood and it is clear that the trust is governed by a reliable trust law that can be enforced in a reputable jurisdiction. Trust law imposes strict obligations and rules on trustees . There is a basic rule that a trustee may not derive any advantage, directly or indirectly, from a trust unless expressly permitted by the trust – for example, where a trust provides a professional trustee with the right to charge for its services.
There are obvious benefits of allowing your assets to be held in a trust:
- Better protect your assets from creditors and lawsuits Reduce estate and gift taxes
- Distribute assets to heirs efficiently without the cost, delay and publicity of probate court. Probate can cost between 5% to 7% of your assets Put conditions on how and when your assets are distributed
- Name a successor trustee, who not only manages your trust but is also empowered to manage the trust assets if you become unable to do so.
We can manage any type of asset held in trust. We manage this by creating a trust for each client through a trust deed. As a Trustee obviously, we are focused on managing assets, whether these are cash, diamonds, cryptocurrencies, real estate or a pile of rocks. We can also send and receive payments on behalf of customers holding trust accounts with our institution.
We help you protect your assets by creating a legal structure such as a trust that may provide long – lasting wealth creation and protection benefits for you and your family. As the trustee is the legal owner of the assets, the trust provides a level of protection against personal liability if structured appropriately and may allow you to arrange your finances in a tax-efficient manner. We can assist you in determining which is the most appropriate trust structure for your circumstances. We can assist in the establishment, administration and management of the trust either now or in the future. We can also act as the trustee now and/or into the future.
Examples Of Trusts
Examples of trusts with which we can assist include:
- Family trusts
- Charitable trusts
- Compensation trusts
- Special disability trusts
- Testamentary/Inheritance trusts
- Minors trusts
- Retirement funds proceeds trust
Getting the Best Value for Assets Under Management
A key differentiation between other trust and wealth management companies and The Swedish Trust is that unlike them, our main strength is an integrated approach to the services we provide. The Swedish Trust is licensed to provide wealth and asset management.
Due to our expertise and network, we offer the opportunity for our clients to have their assets placed under trust to be also income accumulating by placing them into highly attractive investment projects . The Swedish Trust also has the full legal capacity to act as a cryptocurrency exchange and wallet custodian. Plus, it has the added benefit that it can legally manage nearly any type of assets on behalf of clients. These include traditional asset classes such as cash deposits and securities.
We advice our clients when they sign up for a trust deed on which are the best strategies we can employ to give them the maximum returns for their assets. We discuss their financial situation and goals and make suggestions on different investment vehicles.
The Swedish Trust uses a rigorous and well – tested process before getting an investor on board. This is to make sure the investor’s expectations and goals are aligned with our ability to deliver the best results. An important part of the process is to communicate with our clients to understand their plans and for them to understand how we work to achieve their goals. We guide investors on each step of the process and advise them of what is feasible. Using the above process, we will apply methodology through discussions with you to find the best investment strategy.
The Swedish Trust continuously keeps an eye on the market for the best assets classes for investment . Our team not only finds opportunities in conventional growth markets such as stocks and bonds, but due to our niche experience, we are able to allocate a large amount of investments in emerging sectors such as cryptocurrencies and commodities, where the rate of growth is relatively higher .