Our values, Your assets

Our Structuring team works with both internal and external advisers to create and administer trusts and companies. This work is performed to the highest standards in the knowledge that for such structures to be effective, active and meticulous; management is key.

We provide bespoke and comprehensive fiduciary services.
We administer your assets following internationally recognized best practices.

Kestrel Trust has over forty years of experience in trust and estate planning for wealth creators and their families and has a deep understanding of beneficiaries’ needs and the challenges that they may face.

Attention to detail

Our objective is to fully identify your requirements and provide you with an optimal service. Our Relationship Managers travel extensively and regularly whilst remaining, at all times, securely connected to our IT systems. Our quality control systems ensure a reliable and current database. We consistently review our systems for efficiency improvements.

for precision

Technology at your service, anytime, anywhere

Our technology core revolves around advanced IT systems that deliver swift and accurate information. These systems, including proprietary workflow platforms and email archivers, offer instant and secure current and historic data access. As trustee, we are aware of our fundamental duty to report. Clients can access information about trust assets directly using our sophisticated portfolio tracking and other reporting systems as part of the service.

At the heart of our operations, our IT systems are the key to our efficiency. Gain a fast and secure access to your relevant financial information thanks to our innovative online systems.

Management Dashboard

The Management Dashboard is a powerful tool to access and sort portfolios by currency, strategy, custodian, or any other criteria. It helps identify discrepancies and realign allocations.

Web Portal

The Web Portal offers a range of tools and features that facilitate tracking of asset performance, providing a comprehensive overview and reviewing transactions. Its robust system enables you to merge multiple portfolios into a single customizable report.

Secure Messaging

With security being a growing concern, we have implemented a secure email exchange system with powerful authentication. All emails are stored on our servers and you can manage folders like any other webmail service.

Our value-added services

OUTSOURCING
Support for individuals and businesses

We offer a wide range of on-demand services to relieve you of some of your non-productive time allowing you to concentrate on your core business.