ABOUT US

An impassioned team,
a firm with soul

At Greenock we are profoundly aware of the delicacy required by the mission of safeguarding the fruits of your labour in order to ensure its preservation and transmission to future generations. That is why we work meticulously and tirelessly to honor the trust that comes with being selected to carry out such a significant task.

We make up a team of highly trained professionals in matters of legal, fiscal and financial auditing, with a combined 100 years of experience in wealth planning and international recognition. We also bring to the table the dynamism and vitality of a young and innovative firm, helped by our scale to achieve rapid and efficient management, with minimal delegating and a total commitment to confidentiality.

We are a boutique firm where the top officers participate actively in the day-to-day operations and are personally involved in the relationships we at Greenock maintain with each and every client and their families. Because their interests are our top priority and referral point to a task we carry out with discretion and transparency, free of external conditioning factors, all of which is made possible by the independent nature of our company.

CLIENTS

Tradition, values and identity,
the most treasured assets

The fiduciary services Greenock provides are aimed at high-net-worth individuals and families. They make up a group of select and demanding clients, accustomed to obtaining excelling performances and tailored solutions. For this reason, we set out to forge a strong bond with each client and their family, combining professionalism and warmth, as well as integrity and complete discretion.

Those who choose to request our services are usually conscious of their legacy and have taken on that responsibility with generosity and long-term vision to plan the future and evolution of their assets in order to secure the well-being of the subsequent generations.

Due to our vast experience in the field of wealth engineering and our continuous training program, we possess the sensibility, acumen and knowledge needed to provide the order and structuring each wealth demands to better adapt to the goals and aspirations of each individual and family. Once that plan has been set in motion, we stand by our clients to assist them in the decision-making process—from the most complex and important to the smallest of issues—and we function as mediators between the generations, while encouraging the younger members to commit to the family traditions and legacy.

SERVICES

World-class solutions, sustained by our leadership skills and experience

FIDUCIARY SERVICES.
We carry out the planning, structuring, incorporation and administration of trusts in various jurisdictions around the world.


URUGUAY.
We provide consulting services and handle tax and legal residence applications, as well as the establishing of companies in the Free-Trade Zone.


CRS & FATCA.
We lead in the field of issuing complex reports.

METHODOLOGY

Getting to know us to trust,
trust to believe

At Greenock we know that trust is the decisive factor when it comes to establishing and assigning the management of a trust fund. We understand that inspiring that trust depends on our conduct, both personal and corporate, and that cultivating trust is an endeavor that requires thoroughness and steadiness. For this reason, we are dedicated to offering customized services, marked by smooth communication, immediate accessibility, and forthright conversations with each client and their family.

The close and sincere rapport we establish with everyone that chooses to engage our services allows us to explore their wishes, identify their concerns and interpret their expectations. In this way, we can provide specific and customized solutions through meticulous assessments and evaluations. Due to our scale and level of efficiency of our process, we can dispense with standardized solutions when addressing the development and managing of fiduciary strategies.

Our leadership is based on the academic qualifications of our professionals, on the dependability of the reports we issue, on the dynamism of our internal controls, and on the exhaustive monitoring of assets and activities within each trust. These are the processes that attest to the responsibility and professionalism with which we conduct the safeguarding of all assets we are entrusted.

TRUST

An instrument of the past
as much as of the future

A trust is a private legal business that allows the transfer of assets or rights of a party (the trustor) to another party (the trustee) to hold and direct said assets on their behalf for the benefit of a third party (the beneficiary or beneficiaries).

The origins of this instrument—of Anglo-Saxon roots—date back to the Crusades. In those days, the feudal lords left to fight a war far away and their return was decidedly uncertain. That is why, with a proactive attitude, many of them put their wealth in the hands of a person of their utmost trust to secure the future of their kin.

A millennium later, this vehicle has evolved and received strict legal frameworks in different jurisdictions around the world. And, much like in the Middle Ages, it still proves to be a useful resource to anticipate any eventuality, reduce uncertainty and safeguard the future of our loved ones.

FAMILY OFFICE.
We provide consulting services for structuring and managing family wealth and assets.


COMPLEX ASSETS MANAGEMENT.
We provide management services for family funds, properties and pieces of art, as well as monitoring the governance of the family businesses and estate planning.


FINANCIAL AUDIT.
We elaborate periodic financial management reports for families and businesses.


PRIVATE FUNDS.
We carry out the administration and compliance of funds.


DIGITAL ASSETS.
We provide quality custody services for digital assets such as cryptocurrency and digital securities.

SERVICES

World-class solutions, sustained by our leadership skills and experience

FIDUCIARY SERVICES.
We carry out the planning, structuring, incorporation and administration of trusts in various jurisdictions around the world.


URUGUAY.
We provide consulting services and handle tax and legal residence applications, as well as the establishing of companies in the Free-Trade Zone.


CRS & FATCA.
We lead in the field of issuing complex reports.


FAMILY OFFICE.
We provide consulting services for structuring and managing family wealth and assets.


COMPLEX ASSETS MANAGEMENT.
We provide management services for family funds, properties and pieces of art, as well as monitoring the governance of the family businesses and estate planning.


FINANCIAL AUDIT.
We elaborate periodic financial management reports for families and businesses.


PRIVATE FUNDS.
We carry out the administration and compliance of funds.


DIGITAL ASSETS.
We provide quality custody services for digital assets such as cryptocurrency and digital securities.

WORLDWIDE

Global presence, to answer to the demands of an interconnected world

Contact us

Level 3 | 18 Stanley Street
Auckland New Zealand
info@greenocktrust.com

©COPYRIGHT Greenock Trust 2022 | DISCLAIMER & PS | DISEÑO PCD