From organisation onboarding to an active trust, each stage has its own documents, responsible parties and approval checks. Legal review, trustee acceptance, compliance and evidence of asset settlement are tracked separately, with access tied to each organisation, trust and assigned role.
Organisation onboarding and KYB
Organisations submit corporate records, beneficial ownership, AML policies and licensing evidence for platform review. Compliance officers can be assigned across organisations while access stays scoped to each appointment.
Trust formation and legal review
Record jurisdiction, governing law, purpose, administration, asset situs and CRS/FATCA classifications. Independent legal approval, acceptance by every trustee and compliance review guide the trust towards activation.
Multi-asset trust portfolio
Bring real estate, gold, artwork, vehicles, securities, bank accounts and stablecoin wallets into one trust portfolio. Keep valuations, ownership and custody evidence, supporting documents and review status together for each asset.
Defined roles and beneficiary access
Connect settlors, trustees, protectors, beneficiaries, legal counsel and compliance officers. Beneficiaries can view their own allocations and distributions; payout-wallet changes require trustee and compliance approval.
Controlled beneficiary distributions
Prepare one-time or recurring plans, including monthly schedules within an agreed allocation. Each request records its deed clause, fiduciary rationale and tax treatment, with trustee, compliance and any required protector approvals.
Evidence, tasks and audit history
Track outstanding actions, documents, review decisions and compliance expiry dates from role-specific dashboards. Reports and audit records give authorised teams a traceable view of trust administration.