Our Services
Experience and Resources
You Can Trust
A diverse portfolio of properties, shares, and legal holdings across Costa Rica, and expertise in complex financial instruments, we provide unparalleled trust services tailored to your needs.
Key Highlights
Proven track record in managing diverse assets
With extensive experience, we’ve built a reputation for successfully managing various assets, from real estate to investments. Our team ensures that your assets are strategically protected and optimized for long-term growth, giving you peace of mind.
Personalized service for every client
We offer tailored solutions to meet your unique needs, working closely with you to understand your goals. Our personalized approach ensures your assets are protected, and your experience with us is seamless and reassuring.
Dedicated legal and financial experts
Our team of legal and financial professionals specialize in fiduciary services and asset protection. With expertise in both local and international regulations, we provide tailored advice to safeguard your wealth and plan for the future.
Comprehensive Trust Services
We manage a wide array of trust arrangements, leveraging decades of experience to provide clarity and security.
Guarantee Trust: Safeguard Collateral with Ease
Our Guarantee Trust service securely holds your collateral assets, ensuring they are protected from risks. Whether real estate or other investments, we manage them seamlessly, providing you with peace of mind and safeguarding your interests.
Fund Trust: Smooth Disbursements, Expertly Handled
We manage and distribute your assets with efficiency and precision, ensuring disbursements are made according to your wishes. Our team works closely with you to develop a transparent, timely distribution plan that aligns with your goals.
Living Trust: Plan for the Future with Confidence
A Living Trust allows you to manage your assets while ensuring a smooth transfer to your loved ones upon incapacity or in the unlikely case you pass on. We guide you through the process, helping create a plan that protects your legacy and secures your family’s future.
Additional Expertise: Expert Services You Can Count On
In addition to fiduciary services, we offer expertise in managing financial instruments like promissory notes, lease agreements, and letters of credit. Our team ensures these documents are structured and enforced properly to support your long-term goals.
Testimonials
Hear From Our Clients
Discover how we’ve helped individuals and businesses secure their futures
Maria L.
Costa Rica
“They made the process seamless and gave me peace of mind knowing my assets are in good hands.”
John P.
USA
“Their expertise in managing my living trust was unmatched. I couldn’t be happier with the service.”
