Fiduciary Administration
Managing what is entrusted with care and clear instructions.
Entrusted assets.Clear responsibility.
We manage entrusted assets and rights on a fiduciary basis, in line with agreed instructions and with the utmost care. Every step is fully documented and traceable at any time.
Secure safekeeping
Rights and assets are managed in a structured, protected way.
Clear instructions
We act exclusively within the agreed parameters.
Full transparency
Every step is documented and available for review at any time.
Takeover
Review and structured recording of the entrusted assets.
Recording
Complete inventory and classification.
Instruction / approval
Implementation according to your instructions.
Documentation
Complete evidence of every step.
Reporting
Current status available at any time.
Traceable at all times.
You get a clear overview of entrusted assets, instructions carried out and the current status of the mandate.
When this mandatemakes sense.
Some situations in which clients use this service. Is your matter different? Get in touch.
- 01
Assets or rights are to be held on trust for a defined period.
- 02
You need a party that acts solely on your instructions.
- 03
Changes to entrusted assets must be recorded traceably.
- 04
You want regular reports on the current status.
Good to know.Before you start.
How is the scope of a mandate defined?
Before we start, we jointly record the purpose, tasks, authority and responsibilities. The term, reporting lines and conditions for completion are also part of the agreement.
What happens if my mandate changes?
We discuss the change and its impact on tasks, dates and responsibilities. Extensions are agreed and documented before they become part of the execution.
How are fees agreed?
The effort depends on the scope, duration and coordination required for the mandate. We discuss these points before accepting the mandate and set out the fee in the offer or mandate agreement.
Fiduciary services
Your matter deserves a personal conversation.
Tell us about your project. Together we will define the right mandate framework – by phone at +49 30 921 06 105 or by email.
Discuss your mandate No-obligation introduction