Brightstone Trust Company
Asset protection
Brightstone Trust Company provides trust administration, estate liquidation and custody services in Montréal. Complex estates leave no room for approximation: our team manages them rigorously, serving your objectives of protection and transfer of wealth, drawing on more than 20 years of expertise.
Our asset protection services
Inter vivos trusts
An inter vivos trust is a legal vehicle used to protect assets, structure the ownership of a business, plan the transfer of wealth and govern the pace of distributions. Flexible and adaptable, it remains the mechanism of choice for complex wealth situations. We handle its full administration, the rendering of accounts and tax compliance obligations.
Testamentary trusts
A testamentary trust is an estate planning tool that organizes the transfer of wealth after death in a structured and tax-efficient manner. Integrated into the estate plan, it takes effect for the time period you have set and protects the interests of beneficiaries according to your wishes. Our team administers every testamentary trust with care and with an awareness of family dynamics.
Estate liquidation
Estate liquidation is the process of winding up a succession. When the estate is complex, the process calls for simultaneous command of law, taxation and accounting all at once, while remaining mindful of the dynamics of a grieving family. Brightstone Trust Company takes on every stage of the settlement, from the initial inventory to the final account, with rigour and humanity.
Custody services
Custody services consists of holding and administering financial assets on clients’ behalf: currency accounts, securities and commitments in private funds. Brightstone Trust Company holds your financial assets through a network of Canadian and international institutional sub-custodians. We also handle the production of financial reports and tax slips.
Our approach to asset protection
Our independence as an institutional trustee, combined with our global and multidisciplinary expertise, allows us to provide personalized strategic support to our Canadian and international clients, within a regulated framework.
A personalized approach
We never offer an off-the-shelf solution. Every client arrives with their own story, their own dynamics, their own expectations and their own unspoken concerns. Understanding them is the prerequisite for everything we build together.
Administration of complex assets
A family business, a property held abroad, an art collection or a commitment in a private fund do not follow the same rules as a securities portfolio. We administer each on its own terms, drawing on expertise across disciplines and applying the rigour and attention that every asset class requires.
Crossborder expertise
Through our network of established partners in Canada and abroad, we are uniquely positioned to manage our clients' most complex situations. We also support them in carrying out their various family projects, such as a real estate acquisition or a relocation.
Institutional and regulated framework
Our trust company operates under the supervision of Quebec's Autorité des marchés financiers, applying the strictest standards of governance, transparency and compliance, thus ensuring further peace of mind for our clients and partners.
Brightstone Trust Company
Our trust company works with high-net-worth families and individuals as well as communities, in Canada and internationally, to protect and pass on their wealth.
Our core business
Trust administration is our specialty. As a professional trustee, we command every aspect of it: legal, tax, accounting and operational.
A multidisciplinary team with real continuity
Professionals in law, finance, accounting, compliance and operations, many of whom have worked for our clients for over a decade.
Regulatory oversight and institutional governance
Brightstone Trust Company is licensed and authorized by ministerial order from Quebec’s Minister of Finance and operates under the supervision and oversight of the Autorité des marchés financiers (AMF) of Quebec, its financial regulator. Its board of directors is composed of a majority of independent members and is supported by audit, ethics and integrated risk management committees. Together, they form the basis of rigorous governance.
Team overview
A team dedicated to protecting your wealth. The people you deal with know you and work for you for the long term.
Meet the Brightstone Trust Company team
Discover our other solutions
Wealth management
Investment strategies designed to grow and preserve your wealth, tailored to your financial and tax situation as well as your family and estate planning objectives.
Specialized expertise
Asset protection in Switzerland, 360° financial reporting, financial planning and insurance, investor immigration, corporate accounting and corporate secretarial services. Targeted expertise, available within our group.
Let's discuss your ambitions.
Every family’s wealth has a story.
Our professionals are here to listen and to build a strategy equal to your objectives.