Welcome to Citadel Trustee

Wealth creation, accumulation & preservation

Together with our well-trained advisors, we offer a diligent and comprehensive strategic plan to ensure our clients’ needs are met.

What We Value

Growth

Clients, associates and employees believe that they are making the right decision to work with us. Trust is about showing people that you care about them. In turn, they will care about and trust you. The best way we know to deliver trust is to surprise and delight our clients. We deliver exactly what we promise, but on top of that, deliver more, more service, more time, more convenience and more sensitivity. We are honest and transparent in our interactions which goes a long way and adds real value and trust.

Trust

Clients, associates and employees believe that they are making the right decision to work with us. Trust is about showing people that you care about them. In turn, they will care about and trust you. The best way we know to deliver trust is to surprise and delight our clients. We deliver exactly what we promise, but on top of that, deliver more, more service, more time, more convenience and more sensitivity. We are honest and transparent in our interactions which goes a long way and adds real value and trust.

Trust administration involves overseeing the assets held within a Trust. It is a necessary process that occurs after the Settlor’s death. The Trust Administrator oversees the distribution of assets within the Trust according to the Settlor’s wishes. Explore our services

Protect your assets

With many families and entrepreneurs having an increasing global footprint, effective wealth structuring that allows them to protect and enhance their wealth has never been more important. We are able to provide a seamless & simplistic way to untangle the complexities of wealth structuring. Services include:

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Trust

Private / Personal Trust Services

A Private / Personal trust is a trust that an individual creates, formally naming themselves as the beneficiary. Private / Personal trusts are separate legal entities that have the authority to buy, sell, hold, and manage property for the benefit of their settlor

Corporate Trust / Business Trust

For Business Entrepreneurs who would like to ensure their businesses would remain forever after they die and to be inherited to their loved ones.

Hibah

Hibah is the granting ownership of assets / property from one party to another without any consideration (iwad) that occurs during the life of a hibah provider, made voluntarily, not meant to glorify anybody and given by reciting an ijab and qabul or any such expressions.

Living Trust

A living trust is a legal document, or trust, created during an individual’s lifetime where a designated person, the trustee, is given responsibility for managing that individual’s assets for the benefit of the eventual beneficiary

Family Trust

Family trusts are a type of living trust, and they can be revocable and irrevocable depending on your wishes.

Customised Trust

Our clients can also opt to customize their trust according to their needs on the appointed beneficiaries and wealth as well as when to disburse their assets whether its on periodic basis or one-off basis.

Private Wealth

It is in our opinion that there is a growing trend of a specialized wealth arrangements needed in the market where investors are looking to leverage on good returns whilst, having a stringent security in place to ensure their hard-earned money is well secured. Over the years, there have been a significant influx of questionable offerings that have caused for the market to react unfavourably to the financial services industry, specifically in the alternative space. Hence, the critical need for our private trust to create a hybrid alternative fund, anchored on a strong capital protection mechanism by way of having it insured.