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Anthony Page
Director – Family Office
Specialism: Trustees Corporate Trustees, Private Client Trustees
Company: Knox House Trust
Location: Douglas, Isle of Man
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2017
Anthony Page currently has no Citywealth award
Average client size: £5 million - £25 million
Fixed fee offering: Yes - Please email for fixed fee offerings
Number of offices globally: 1-5
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Established a Private Trust Company for a wealthy entrepreneur
We have recently established a Private Trust Company (PTC) for a wealthy entrepreneur who has numerous business interests following an introduction through their existing legal adviser. The client currently has considerable cash balances held in a trust, and wanted to seek professional advice on investing and succession planning for his two children. Having taken on board what the client wishes to achieve, we initially conducted a full review of his current finances, working closely with his existing tax adviser, before presenting to the client a proposal of recommendations for his review and further discussion.
We recommended that for estate planning reasons it would make sense to hold his assets in a number of different trusts, hence the use of a PTC. A PTC is a company established to act as the trustee of a single trust, or group of related trusts. As the client did not want to transfer control over his entire wealth to someone who was not known to him, a PTC provided the answer as this allows the client to retain influence or ultimate control over the trusts of which the PTC is trustee.
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30 Apr 2019
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30 Apr 2019
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29 Aug 2018
Institutional client review:
Rob Kinrade Expol Limited
22 Aug 2018
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Tom Williams Point Group
20 Aug 2018
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20 Aug 2018
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Gillian Christian Keystone Law
19 Aug 2018
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David Bell Expol Limited, Isle of Man, Corporate Risk Consultants & Forensic Investigators
17 Aug 2018
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Mike Taylor-West BSc (Hons), ACII - Chartered Insurance Broker La Playa Insurance
17 Aug 2018
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Oliver Shuttleworth Oliver Shuttleworth Fine Art Ltd
16 Aug 2018
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Mark Feltham Willis Towers Watson
16 Aug 2018
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Daniel Collier IFX UK Ltd
16 Aug 2018
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16 Aug 2018
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Adrian Jones Coutts
16 Aug 2018
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16 Aug 2018
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05 Apr 2018
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15 Feb 2018
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Edward Higgins Credit Suisse Singapore
29 Nov 2017
Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com