In our third edition of  THE USA REACH , we explore the essential role of Totalserve Trustees in wealth management and asset protection, tailored for U.S.-based clients and professionals. 

From personalized trust structuring to comprehensive estate planning, Totalserve Trustees provides services designed to protect assets while enabling efficient growth and secure wealth transfer. 

Join us to review solutions that ensure peace of mind for those seeking reliable, international wealth management aligned with their financial goals and legacy planning needs.

For Totalserve Trustees

More about Lisa Garner

Lisa, together with her experienced team at Totalserve Trustees Limited, is your trusted advisor in anything related to setting up trust structures, managing your trust assets  and providing you with guidance about your estate and succession planning.

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A Strategic choice in Wealth Planning and Asset Protection

With the increasing complexity of global financial landscapes, effective wealth protection and legacy planning have never been more essential. Totalserve Trustees provides an array of trust services tailored to meet the unique needs of international clients.

Our services encompass trust formation, administration, estate planning, and asset management—all designed to secure, grow, and transfer wealth across generations.

By utilizing the robust regulatory framework in Cyprus, Totalserve Trustees can offer tax-efficient solutions and ensure clients have peace of mind regarding wealth preservation and succession planning. Key benefits for U.S.-based clients include:

• Customized Asset Protection: Whether for business or personal wealth, we structure trusts to protect assets against unforeseen liabilities.
• Efficient Estate and Succession Planning: Our team assists in developing solutions that honor our clients' intentions, ensuring assets pass smoothly to future generations.
• High-Level Confidentiality: Maintaining privacy for clients is integral. Totalserve Trustees has rigorous safeguards to protect sensitive financial and personal information.

 Why Totalserve Trustees?

As one of the leading independent professional trustee services firms in Cyprus, Totalserve Trustees Limited offers unique, specialised services ensuring that the desired degree of personal attention is provided to each client.

Our team consists of qualified, experienced and highly skilled professionals, well versed in Cyprus Trust, Corporate, Succession and other Laws attuned to provide specialised advice.

Furthermore, our direct collaboration and cooperation with associated local companies, specialised in the fields of International Tax Structuring, Data Protection & Intellectual Property, Legal, Accounting, Corporate, Fiduciary and Immigration, as well as our long-standing network of trusted professional associates around the world, enable us to provide a comprehensive and well-rounded advice from a multi-jurisdictional perspective.

Over our following newsletters we will separately be covering specific areas of interest in more detail. Stay tuned.

See the first and second edition of  THE USA REACH  click here >

For services related to corporate, trusts, taxation and wealth structuring. 

For legal services related to commercial & corporate, IP, GDPR, shipping and real estate.

For trust & trustee services, trust re-domiciliation, estate planning, wills & succession and advisory for HNWIs.

For services related to audit & assurance, accounting, payroll and advisory.  

For services related to real estate buying or selling, investment advice and management.

For services related to mergers & acquisitions, equity capital raising, debt advisory, credit investment advisory.

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