Our Service

  • Corporate trustee service
  • Ability to nominate family members or friends as trustee
  • British Crown Dependency
  • Based on English trust laws
  • Highest levels of asset protection
  • Backed up by AAA Government rating
  • Full legal service back up
  • Competitive fee structure
  • Personal account and asset manager
  • Portfolio tailored to your requirements and expectations

  • We also work with your own trusted advisors (lawyers,
    accountants, trustees, custodians, family office) for
    bespoke solutions in other jurisdictions
  • Personal account and asset manager
  • Portfolio tailored to your requirements and expectations
  • Largest and safe US custodian with full US SEC depositor
    protection
  • Lowest global brokerage fees
  • Highest ranked US broker
  • Real-time online account view
  • Separation of fund manager from custodian to reduce
    fraud and custodian collapse
Trusts
  •        UK Inheritance Tax (40%)
  •        US Estate Tax (40%)
  •        Capital Gains Tax
  • Control distribution of your assets
  •        How
  •        When
  •        To Who
  • Flexible estate planning
  •        Divorce
  •        Income during lifetime
  • Protecting personal assets
  •        Businesses
  •        Creditors

  • regular premiums
  • within annual exemption
  • or out of normal expenditure
  • Loan Trust
  • repayable on demand
  • 5% (cumulative) annual income tax free
  • trust growth capital gains tax and inheritance tax free
  • Discretionary or discounted gift trust
  • retain right to withdrawal
  • can be trustee
  • "letter of wishes" directs discretion
  • trust growth capital gains tax and inheritance tax free
  • multiple permitted after 7 years        
  • Bare Trusts
  • outright gifts
  • beneficiaries strictly entitled at 18
International contact details:
Email: admin@c-bm.biz
Skype: steven.j.cohen
 
Switzerland
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+41 (0)7675 367 38

Financial Intermediary
FINMA SRO Polyreg Membership
USA
Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
UK & Rest of World
Steven J Cohen CFA



+44 (0)7770 275 489
Canada
Steven J Cohen CFA



+1.310.923.5823

British Columbia Securities
Commission Foreign Investment
Advisor
Steven J CohenCFA

Results That Count - Bespoke Advantage