SERVICES AT
A GLANCE
Private Clients

Wealth & Estate Planning
Charity & Philanthropy
Legal, Compliance & Tax Advisory
Various Asset Class Management
Lifestyle & Health
Family Governance
Relocation of Businesses & Families
Merger & Acquisition
Private Collections

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01
Corporate Clients

Company Formation
Directorship & Corporate Secretarial Services
International Company Restructuring
Economic Substance
Compliance Assessment
Accounting & Reporting
Tax Filing Preparation

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02
Asset Management

Consolidated Reporting
Crypto Asset Mandates
Portfolio Management
External Asset Manager Selection & Supervision

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03
Why working with Leo Trust
For you