Equiom

Equiom is a private wealth, trustee and fiduciary provider. Professional trustee services are core, with private trust company and foundation capability described in the published materials.

The legal entity acting as trustee matters. Confirm which regulated entity would actually be appointed.

Equiom may be relevant to International HNW families, family offices, entrepreneurs and advisers.

Published global reach: High.

Published reach is high. Multi-jurisdiction fiduciary capability — confirm the governing-law and trustee jurisdiction directly.

Trust services are described as core.

Setup coordination, trustee appointment, governance, distributions, records and beneficiary communications should be confirmed against the entity that would actually be appointed. This page does not say the provider drafts the deed.

Professional trustee services are a core part of the published offering.

A professional trustee is not merely a nominee. It assumes fiduciary responsibilities under the governing law. Those responsibilities can include discretion, trustee meetings, distributions, records, compliance and investment oversight.

Family trusts, private trust companies, managed trust companies, foundations and other private wealth vehicles.

The available trust structures depend on governing law.

Private trust company support is described as strong.

Where a private trust company is used, family participation sits alongside board governance, professional administration and the rules of that jurisdiction. A private trust company does not remove fiduciary, tax or reporting obligations.

Foundation services are described as strong.

A foundation is not simply another name for a trust. In many systems it has its own legal personality, with founder, council and beneficiary roles that have to be read under local law.

Private wealth, companies, luxury assets, property and family-office structures.

Acceptance of a particular asset is a decision for the trustee. This page does not say every provider will hold every asset a family owns.

Cross-border planning support is described as strong.

Settlor residence, trustee residence, beneficiaries abroad, governing law, asset location, recognition of the trust, reporting and distributions across borders can each change the analysis. This is not a tax conclusion for a particular family.

Tax and estate planning support with multi-jurisdiction expertise.

Trustee services, legal advice and tax advice may be provided by different firms.

Fiduciary, accounting and reporting services.

Trust accounts, distributions, KYC, and coordination with tax filings should be confirmed in writing. Confidentiality is not the same as an absence of CRS, FATCA or beneficial-ownership reporting.

Succession and estate use is described as exceptional.

Multi-generational ownership, a family business, family governance and continuity after death or incapacity are wider questions. They are mapped on estate planning and succession.

No public fee figures were used for this page. Request a written setup and annual administration fee schedule.

A written schedule may separate establishment, trustee acceptance, the annual trustee fee, administration, accounting, tax reporting, investment oversight, distributions, private trust company administration, foundation administration and specialist-asset charges. Only the items the appointed entity actually charges should be on that schedule.