Asset protection

An inter vivos trust, created during your lifetime, is a legal structure used to protect assets, hold a business, plan the transfer of wealth and govern the pace of distributions. Flexible and adaptable, it is often the structure of choice for complex family and wealth situations. We handle its full administration, accounting and coordinate its tax filings. 

A testamentary trust is an estate planning tool that sets out how your wealth passes on after death, in a structured and, where possible, tax-efficient way. Created under your will, it takes effect on your death and remains in place for the period you set, protecting your beneficiaries’ interests in line with your wishes. Our team administers every testamentary trust with care and sensitivity to family dynamics. 

Estate liquidation is the process of winding up a deceased person’s affairs. When an estate is complex, it calls for simultaneous command of law, taxation and accounting, along with sensitivity toward a grieving family. Brightstone Trust Company takes on every stage of the settlement, from the initial inventory to the final accounting, with rigour and humanity.

Our custody services cover the safekeeping and administration of your financial assets: foreign currency accounts, securities and private fund interests. Brightstone Trust Company holds these assets through a network of Canadian and international institutional sub-custodians. We also prepare your financial reports and tax slips.