WealthBridge
Trustees Limited
About
Our Trustees business is currently “privately operated” and we provide trusteeship and administration services to support the financial management needs of our clients. We offer a wide range specially designed Trust solution to our clients as needed. With our Trust solutions, growing, safeguarding, and transferring wealth is simplified to meet the specific need of our clients.
Meanwhile, our Private Trust offerings include Private Investment Trust, Education Trust, Cooperative Trust, Living Trust and Family Trusts. Our goal is to help our clients navigate the complexities of life and the business world while also ensuring that your assets and legacy are preserved. Our exceptional financial and Trust services help protect, grow and transfer our clients wealth, whether they are an individual, a business or a community.
Our Services
Our Corporate and Public Trust services are designed to provide efficient asset management and fiduciary support for corporate entities and public institutions. We ensure transparency, compliance, and accountability, helping organizations meet regulatory requirements and build investor confidence while safeguarding assets for long-term sustainability.
We offer customized Private Trust solutions to individuals seeking to preserve and grow their wealth. Our services are tailored to align with personal financial goals, ensuring that wealth is protected and seamlessly transferred across generations, providing peace of mind and lasting legacy.
We offer customized financial advisory services to help clients achieve their short- and long-term goals, leveraging deep market insight and industry expertise. Our approach is rooted in tailored research and analysis to deliver fair, actionable opinions that support growth, restructuring, and strategic decision-making. Services include recapitalization, balance sheet restructuring and optimization, loan recovery advisory, government agency establishment, and commercialization.
We provide holistic wealth management solutions for single and multi-family offices, focusing on consolidation, governance, and succession planning. Our services enable families to streamline their wealth management processes, maximize value, and ensure a seamless transfer of assets across generations.
Our Education Trust solutions are designed to secure the educational future of dependents by creating structured funds for tuition and related expenses. We ensure that funds are disbursed according to the settlor’s instructions, providing flexibility and assurance that educational goals are met.
We help individuals plan and manage the distribution of their estates with ease and efficiency. Our estate planning and administration services ensure that assets are protected, beneficiaries are catered to, and the transfer of wealth is seamless and tax-efficient, aligning with the wishes of the deceased.
Our Gratuity and Retirement Trust services are tailored to help employees secure their future through well-structured retirement benefit schemes. We ensure the efficient management and growth of gratuity and retirement funds, providing peace of mind for employees and compliance with regulatory requirements for employers.