AG Trustees
Structuring your wealth.Protecting its future.
AG Trustees is a specialist trust company with offices in Milan, Bologna and Forlì. We work alongside individuals, families, business owners and professional advisers on projects involving wealth, businesses, relationships and long-term responsibilities.
About AG Trustees
Responsibility today, continuity tomorrow
AG Trustees acts as trustee, co-trustee or trust protector, administering assets in accordance with the purposes and terms of each trust.
The company brings together legal, tax, administrative and accounting expertise, supported by extensive experience in professional trusteeship.
This combined expertise is guided by a shared commitment: to fulfil every appointment with responsibility, sound judgement and genuine consideration for the people involved.
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Supporting people, today and for the future
AG Trustees provides support from the initial planning and establishment of a trust through to its ongoing administration.
Trust establishment
We work with the settlor's professional advisers to help define the trust's objectives, identify the parties involved, establish their respective roles and agree the rules governing its administration.
Professional trustee
We act as professional trustee, administering the assets held in trust in accordance with the trust deed and its governing law.
Co-trustee
We share trustee responsibilities with one or more fellow trustees, in accordance with the allocation of powers and duties set out in the trust deed.
Trust protector
We oversee the trustee's activities and exercise the powers granted to us under the trust deed.
Trust administration and compliance
We handle the day-to-day administration of trusts, including documentation, accounting, tax compliance and financial reporting.
Wealth and assets
Managing today with responsibility for tomorrow
Protecting and preserving wealth
Planning for the next generation
Structuring family wealth
Protecting vulnerable individuals
Ensuring continuity in family businesses
Managing property, other assets and overseas holdings
What is a trust?
A flexible structure with a clear purpose.
A trust is a legal arrangement in which assets are entrusted to a trustee, who is responsible for administering them for the benefit of one or more beneficiaries or for a specific purpose.
Define the objectives
Establish the rules
Transfer the assets into trust
Administer the trust and fulfil its purposes
Why Choose AG Trustees?
Expertise and responsibility for the long term
Established experience
Extensive knowledge and experience gained through the professional administration of trusts.
Specialist expertise
Dedicated legal, tax and administrative expertise in trust management and administration.
Responsibility
We approach every appointment with a clear understanding of the duties and responsibilities it entails.
Personal relationships
We maintain clear, ongoing communication with the individuals and professional advisers involved.
Continuity
We administer trusts throughout their lifecycle, helping to guide decisions and respond to changing circumstances.
Keeping pace with change
We stay abreast of developments in legislation, taxation and case law to ensure that every appointment is managed with care, expertise and sound judgement.
AG Trustees — Experts in trusts and wealth planning
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