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Trustee & Fiduciary Services

Effectively protecting, structuring, and transferring wealth across generations requires more than just administration; it demands a trusted partner with profound expertise. At Manavia, based in the secure and well-regulated environment of the Isle of Man, our specialist trustee and fiduciary services provide you with a strategic approach to wealth management.

We are entrusted with the responsibility of safeguarding your assets, ensuring they are managed prudently and in accordance with your unique wishes. While we do not provide investment advice, our fiduciary role includes the careful selection and appointment of third-party investment managers. We diligently oversee these relationships to ensure your assets are managed effectively and in line with the objectives of the trust. This collaborative approach allows us to focus on the meticulous administration and legal oversight of your structure, while partnering with experts to facilitate your long-term financial goals.

What sets us apart is our adaptive, client-focused approach. We ensure that your trust and fiduciary structures remain fully compliant with complex international regulations, including CRS, FATCA, and economic substance requirements. By continuously evolving our solutions in line with changing tax laws and legal frameworks, we provide the certainty and security needed for your legacy to thrive for generations to come.

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Our Trustee & Fiduciary Services

Trust & Foundation Administration

Proper administration of trusts and foundations is essential for ensuring long-term asset security, legal compliance, and efficient wealth management. At Manavia, we provide expert management of financial, corporate, and tangible assets, ensuring that wealth structures are maintained, protected, and aligned with regulatory requirements.

With a focus on transparency, control, and compliance, we support individuals and families in maximising the benefits of their trust or foundation, ensuring seamless administration and long-term financial security.

Effective governance is crucial for maintaining the integrity and purpose of a trust. At Manavia, our protector services provide an additional layer of oversight, ensuring that trustee decisions align with the best interests of beneficiaries and adhere to the trust’s objectives.

By offering independent governance and fiduciary oversight, we help ensure that trusts are managed responsibly, transparently, and in accordance with the settlor’s intentions, giving families peace of mind that their legacy is safeguarded.

Wealth transfer across generations requires strategic estate and succession planning to minimise tax liabilities, ensure financial efficiency, and preserve wealth. At Manavia, we develop tailored succession strategies that provide seamless wealth transition while reducing risks associated with inheritance and estate taxes.

Our expertise ensures that estate plans align with legal requirements, family governance structures, and long-term wealth preservation goals, ensuring financial security for future generations.

Maintaining accurate financial records and regulatory compliance is critical for trust and foundation structures. At Manavia, we provide transparent financial reporting, accounting oversight, and compliance monitoring, ensuring all assets are properly managed and aligned with regulatory obligations.

With a focus on clarity, accuracy, and financial integrity, we help trustees and foundation managers maintain full control and oversight, ensuring peace of mind for all stakeholders.

Establishing the right banking and financial structure is key to ensuring the smooth operation and security of trust and fiduciary entities. At Manavia, we facilitate secure banking relationships, account structuring, and financial administration, ensuring trusts and foundations operate efficiently while remaining compliant with global banking regulations.

Our expertise in financial structuring allows us to implement efficient, flexible, and legally compliant banking solutions, ensuring that wealth is secure, accessible, and managed in line with fiduciary best practices.

Why Choose Manavia?

Our decades of experience across common law and civil law jurisdictions enable us to deliver compliant, tailored fiduciary solutions that support long-term wealth preservation. Our director-led service model ensures a bespoke approach, adapting to the unique needs of each client.

We work closely with MannBenham Advocates, providing specialist legal expertise to ensure that trust and fiduciary structures remain robust, compliant, and aligned with global regulations.

For added governance, we offer protector services, ensuring trustees act in the best interests of beneficiaries and adhere to long-term wealth preservation objectives.

Through technology-driven transparency, our clients have real-time access to financial reporting and secure digital platforms, always providing clarity and control over their assets.

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Get in touch today to discuss your requirements

Contact Manavia Today

10-12 Victoria Street, Douglas, Isle of Man, IM1 2LH | Email: info@manavia.im | Telephone: +44 (0)1624 639350

 

Have questions or need guidance?

Reach out to our friendly team today and let's discuss how we can support your vision.



Email:
  info@manavia.im

Phone Number: +44 (0)1624 639350

Address: 10-12 Victoria Street, Douglas, Isle of Man, IM1 2LH

 

Manavia Limited is a company registered in the Isle of Man  with Company number 88712C and is licensed by the Isle of Man Financial Services Authority to provide Corporate and Trust Services.

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