Services

Services

Wealth wise trust offers a variety of services to help you manage your finances no matter where you are or what time of day is most convenient. Our personal and business internet banking tools enable a wide selection of services that make handling your banking smooth and simple, while our mobile app is filled with tools that help meet your needs when you’re on the go. We can help develop your financial vision and make it a reality.

Trust Services

We protect each of your properties as a rare and precious object by preserving it from any attempt to wealth to the next generation. We offer a Trust service on any type of property you own. aggression, with delicate discretion. We offer all trust services for Companies and Individuals starting with consultancy and then management of the different types of Trusts. Trusts are generally used to preserve property and wealth, but they are also a way to simplify the transition process. a way to simplify the transition process of such a trust. We take both these advantages into account when looking for the best strategy for our client. our client. We also provide all the necessary ancillary services within the framework of our contractual trust relationship, from the point of view of tax accounting and reporting for example, thus helping to consolidate the relationship. for example, thus helping to consolidate resources and reduce costs. All this makes us a flexible partner capable of adapting to the multiple needs that each individual needs that each individual, in his or her uniqueness, may have.

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Trust Services

Management Services

By combining the and merchant banking worlds, we have created an environment similar to that of traditional banking that is suited to meeting the specific needs of our clients in each of the international financial environments in which they find themselves. We achieve this by listening carefully and continuously to our clients, their perspectives and their needs. Through understanding their need to use our products and services and the utility they expect to derive from them. We are able to articulate their vision We are able to articulate their vision in such a way as to arrive at a successful implementation of the solution adopted.

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Asset Management

Structured Financial

If you are thinking of pooling your family assets to manage them more efficiently, we can create a dedicated fund or a tailor-made family fund to suit your personal, professional and financial circumstances. Dedicated Funds offer great transparency and flexibility and can be used to manage many types of assets, both financial and non-financial, alternative and traditional, listed and unlisted, thereby simultaneously protecting, managing, structuring and enhancing family wealth. Dedicated funds help to simplify complex financial complex financial rules and consolidate family assets Dedicated Funds help simplify complex financial rules and consolidate family wealth, while managing to meet the different needs of each family member. We can help you create your own fund and can provide you with all the necessary support in terms of administrative skills that will enable you to efficiently manage your family wealth and achieve your objectives.

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Structured Financial

Estate Planning

Protect your assets and preserve family wealth. We are ready to work together with you, your family and your trusted associates and advisors, such as your lawyer or accountant, to provide creative, up-to-date and accurate solutions and strategies to help you with your estate planning. The aim is to develop a customised project that meets your objectives at a reasonable cost for large or small properties. Wealthwise KB Trust offers you its knowledge and a personalised service to accompany you for the lifetime.

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Estate Planning

Facility Agent

In the highly demanding and fast paced lending environment, the Facility Agent (sometimes known as the Intercreditor or Loan Agent) acts as liaison between the lenders and the borrower in all aspects of the transaction.

Our expertise and commercial attitude allow us to partner with the lenders to support the management of the facility as a fully independent agent.

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Facility Agent