Services

What we do - and what we do not.

We do one thing well: act as fiduciary trustee. We do not sell investments, insurance, or banking products. We do not earn commissions from financial products. Our role is to administer trusts in accordance with the trust deed and the long term interests of the beneficiaries.

That single practice supports several distinct family mandates: generational wealth stewardship — preserving, growing, and transferring family capital; perpetual impact and charitable legacy structures; and asset protection or other specialized trust arrangements where appropriate.

Wealth Creation

Generational Wealth Trusts

Build a family institution designed to compound capital across generations — explore the wealth-creation mandate.

Wealth Protection

Asset Protection Trusts

Preserve existing wealth through professionally administered offshore asset protection trusts.

Impact

Perpetual Impact Trusts

Build a permanent institution behind your family's giving — explore the architecture.

Not sure which mandate fits? Compare the two offshore trust mandates — protection and creation — side by side.

Corporate Trusteeship Across Jurisdictions

We serve as the corporate trustee of record for trust structures established across multiple legal jurisdictions. Our responsibility is to hold, administer, and protect trust property in accordance with the deed while maintaining continuity across generations.

Beneficiary Administration

We manage the ongoing relationship between the trust and its beneficiaries, including onboarding, identity verification, communications, reporting, and distribution requests. This provides clarity, consistency, and accountability for all parties.

Asset Custody & Coordination

We coordinate with custodians, investment managers, legal counsel, accountants, and tax advisors to help ensure trust assets are properly held, documented, and administered according to the trust's objectives.

Distribution Oversight

Where the trust deed grants discretion, distribution requests are evaluated against documented criteria, beneficiary needs, trust liquidity, and the long term interests of the trust. Decisions are recorded, minuted, and fully auditable.

Reporting & Record-Keeping

We maintain trust records, statutory books, beneficiary statements, and trust accounts on an ongoing basis. Beneficiaries receive structured reporting through our secure beneficiary portal.

Succession & Continuity

Unlike an individual trustee, a corporate trustee provides institutional continuity. The trust remains professionally administered despite changes in family circumstances, trustee personnel, or generations of beneficiaries.

Built for Long-Term Stewardship

Our role is not to predict markets or sell financial products. Our role is to provide governance, continuity, accountability, and fiduciary stewardship for families who intend their trusts to endure for generations.

DeBellotte Global

Trust Tier Comparison

Three levels of offshore wealth structuring, so you know where you stand.

Tier I

Unfunded Trust

Shell structure - dormant until assets are transferred in.

Starting From
$8,000
Minimum investment
What's Included
Trust deed drafted & registered
Legal entity established offshore
Trustee appointed
No operating company
No bond ladder or investment engine
No IRS jurisdiction removal
No foreign settlor status
Tier II

Funded Offshore Trust

Active structure with operating company - funded and ready to administer.

Starting From
$10,000
Minimum investment
What's Included
Trust deed drafted & registered
Kenyan Private Limited Company formed
Trustee appointed
Offshore generational wealth accumulation
No foreign settlor status at inception
Cannot be upgraded to Gold Standard
Optional Add-On
Bond Ladder Add-On, Customizable - Government-secured investment ladder, recommended $65,000+
Residency or Investor Permit filing - +$12,000
Investor Permit applicants: $100,000 USD capital requirement must be deposited in a Kenyan bank account.
Gold Standard
Tier III

Foreign Non-Grantor Trust

Foreign-settled, foreign-funded - IRS jurisdiction eliminated at inception.

Starting From
$90,000
Minimum investment
What's Included
Engine - Kenyan Private Limited Company (Family Office)
Fuel - Monthly Cash Flow from Included government-secured investments
Vault - Foreign Non-Grantor Trust funded by the Engine
Foreign settlor status established at inception
IRS has no jurisdiction over the trust
Zero UNI policy - Throwback Tax avoided
Full generational wealth & asset protection
Optional Add-On
Gold Standard Dynasty Architecture - Contact Us
Custom enterprise-level structuring for families with larger estates, international holdings, business interests, real estate portfolios, or multi-generational governance needs. Built for families creating an institution, not just a trust.
Residency or Investor Permit filing - +$12,000
Investor Permit applicants: $100,000 USD capital requirement must be deposited in a Kenyan bank account.

Important: A Tier II Funded Offshore Trust cannot be converted into a Gold Standard structure. Jurisdictional attachment is permanent from the date of settlement. Gold Standard status must be established correctly from inception: foreign-settled and foreign-funded.

Ready to see where your family fits? Complete a short prequalifying application and we'll indicate which tier suits your structure, capital, and jurisdictional profile.

Apply to work with us