Services Offered by Trusts

Companies’ Services offering.

Trust companies are abundant in the market, with some of the larger firms having been in business for over a century. These companies offer an array of products and services to their clients.

The most common service provided by trust companies is investment management. Clients entrust their investments to a trust created by the company. The portfolio may include various instruments such as stocks, mutual funds, real estate, and derivatives. Some trust companies also offer additional services, such as managing limited partnerships, natural resources, hedge funds, private equity funds, and other alternative asset classes.

Trust companies also provide safekeeping services via secured vaults where clients can store valuable assets such as jewelry and precious metals. Additionally, they offer financial planning, retirement planning, and insurance services. Trust companies can manage various trusts, including retirement accounts, educational trusts, marital trusts, qualified personal residence trusts, QTIP trusts, incentive trusts, generation-skipping trusts, intentionally defective trusts, charitable trusts, revocable and irrevocable trusts, living trusts, and testamentary trusts.

In the estate planning area, trust companies offer services such as estate settlement, asset titling and re-titling, asset valuation, asset dispersion, preparation of estate tax returns, expense and debt payment, and any other service related to the transfer of assets from a deceased client to his/her heirs. Trust companies work with both the client and their heirs since they are the recipients of any asset transfer.

Trust companies also provide services to corporate entities. They can manage the retirement planning process for a company’s employees, including investment advice, plan enrollment, investor education workshops, asset custody, customer service, and more. Trust companies can act as a one-stop-shop for all retirement planning needs. They can also assist a company with the issuance of corporate debt and act as an independent party that administers the disbursement of interest payments to bondholders. Trust companies ensure that the issuer (the client company) complies with the covenants of the bond.


Daily – 9:30 am to 4:30 pm
Weekends &  holidays – closed

Pravia Trust

19 Temple Court
35 Progress Road
Leigh on Sea
United Kingdom

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