As an independent organisation we are uniquely positioned to help financial institutions avoid potential conflicts of interest between managing a client’s financial assets and serving as the fiduciary of those assets. By working closely with clients we can anticipate significant events, customise proposed solutions, implement action plans and monitor wealth planning risks.
Our value lies in our ability to enable relationship managers to focus on their core competence of managing client assets and providing advice, while we look after the implementation and administration of their client’s structures.
At Integritas we work closely with clients to take into account the unique profile of each family, the political, economic and personal risks to which it may be exposed and the medium to long-term goals of the family. With these factors as a basis we customise, implement and administer solutions that meet each family’s requirements.
As a division of the Trident Trust Group we are able to rely on the worldwide resources of Trident Trust with its extensive experience, technical expertise and understanding of cultural differences to deliver significant value to long-term relationships.