Trust Services Support
Protect Your Wealth. Preserve Your Legacy.
At J. Knobel Investor Services Limited, we understand that protecting your assets and securing your legacy often requires more than investment planning alone. That’s why we facilitate access to licensed professionals who specialize in trust establishment, structuring, and administration — ensuring your wealth is safeguarded across generations.
Through our trusted network, you receive expert guidance aligned with your financial, personal, and succession objectives — all within a compliant and confidential framework.
Trusted Introductions. Strategic Coordination.
While we do not establish or manage trusts directly, we connect you with vetted associates who are licensed to offer:
Trust formation (Cyprus and international)
Asset protection strategies
Trustee and fiduciary services
Succession and estate planning support
Ongoing trust administration
All services are delivered by independent legal, fiduciary, and tax professionals, fully licensed in their jurisdictions.
How We Support You
Wealth Structuring Guidance
We help you explore how a trust can complement your broader financial plan:
- Mitigate risks from legal claims or political instability
- Plan for family succession and generational wealth transfer
- Align with philanthropic, education, or family governance goals
Tailored to Your Needs
We support introductions and planning coordination for various trust types, including:
- Discretionary and fixed trusts
- Family and children’s trusts
- Charitable and purpose trusts
- Asset holding or investment trusts
Who Can Benefit?
High-net-worth individuals and families
Entrepreneurs and business owners
Expats with cross-border estate considerations
Individuals seeking legacy or philanthropic solutions
Confidential, Compliant, and Client-Centered
All trust-related introductions are handled with discretion and transparency, ensuring your arrangements meet regulatory standards and your personal requirements.
Our role is to facilitate and coordinate. All trust services are delivered independently by licensed third-party professionals.