Altas Union Bank and Trust

Company Management Services

Holding securities, real property or other investments in an offshore company offers many potential advantages, including:

Professional asset management
Protection from political uncertainty
Limited liability in the Caribbean
No direct taxation on capital gains, income or inheritance
Potential benefits from Tax Information Exchange Agreements

In providing company management services, Altas Union staff draw on local and international expertise, including established tax, accounting and legal advisors. Convenient access to banking, credit and investment services can be offered.

Managed Banks and Trust Companies

Financial institutions establishing operations offshore can signiﬁcantly reduce their administration costs by using the infrastructure of Altas Union. Altas Union provides professional staff making the set-up process rapid and efficient.

Third-party Fund Administration Services

Institutions that are launching offshore funds can avail themselves of the comprehensive development, administration and management services provided by Altas Union’s fund services department. Professional administration ensures continuity and efficient ﬁnancial management of assets, along with the ﬂexibility to adapt future operations as markets evolve. Third-party fund administration services are offered in The Bahamas and the Cayman Islands.

Foundations and Wealth Structuring

An offshore trust can be an effective estate planning vehicle. For example, you might use an offshore trust for one or more of the following purposes:

To protect and build family wealth
To provide financial security for your dependants
To effect the transfer of wealth from one generation to the next
To protect assets
To avoid disputes between estate beneficiaries
To avoid forced heirship
To benefit from administration by a private trust company
To create a purpose trust structure
To establish an Immigration Trust for individuals moving to Canada
To establish an inheritance Trust for Canadian residents
To benefit from UK non-domicile legislation

Altas Union professionals have the expertise needed to explore the potential application of offshore trusts to your particular situation, taking into consideration your estate planning objectives, tax situation and your preferred jurisdiction. Our experience and integrity have earned the confidence of our clients. We place great emphasis on establishing a long-term relationship with you, your professional advisors and the trust beneficiaries.