Menu
We manage private equity funds for financial institutions and accredited individuals worldwide, by supporting viable projects through investment loans and JV partnerships.
We serve highly affluent families as fiduciary for their estates and trusts. As a result, WT develops deep expertise in fiduciary oversight. We offer a comprehensive range of investment advisory and manager-of-managers solutions to families, wealthy individuals and trustees. Working with you and your advisors, Willor Trust can design and implement an international trust or other fiduciary solution to help you overcome these types of challenges and meet your financial objectives.
We specialize in these fiduciary solutions:
- International Trust Services
We can structure and administer a range of trusts to meet your needs.
- International Companies
Your situation may call for an international company (or companies) in combination with one or more trusts.
- Foundations
We can help establish and administer a foundation for charitable, family or private purposes.
Using these types of solutions could help you to:
- Preserve your assets for the long term, while retaining the flexibility and control required to meet evolving needs.
- Protect your family, assets and wealth from political, social, economic or personal uncertainty.
- Keep business and family interests confidential, both during and after your lifetime.
- Plan for and mitigate tax liabilities.
- And more…
Willor Trust Advantages
In our practice, we emphasize objectivity and take a very cost-efficient approach to intelligent investment selection and management. Our investment style is active management. We do not subject our client to the hidden fees often found in mutual funds, limited partnerships, or other “packaged” products. Instead, we will analyze your financial needs and help you regain control of your finances through a personalized portfolio of equities and exchange-traded funds (ETF’s).
It is our responsibility to you, as our client, to develop a personal investment plan, to monitor and manage the performance results of your portfolio, and report your account performance regularly. We conduct an annual review of your accounts, consistently considering your changing needs. We are a fee-based asset manager.
All advice, services, and ongoing asset management are included in a nominal flat rate, thereby eliminating all commission incentives, in-house sale gimmicks, or referral fees. Rest assured, your financial future, peace of mind, and best interests are always our primary focus!.
Who Qualifies?
In order to best serve our clients’ needs through personalized attention and services, our minimum investment per account is EUR 2,500,000.
This minimum may be reduced in select situations.
Free Consultation
We know that every client’s goals are different. Therefore, we know that it is important to individualize our services for each client to achieve optimal results. We offer a free consultation where we analyze your current financial situation as well as future goals and provide recommendations on how we may make improvements, take advantage of available opportunities, and help insure that your financial and retirement future will be bright. Contact us today to schedule your consultation and start working toward your ideal financial future!
