In today’s challenging financial landscape, clients need holistic solutions. They require a coordinated approach that brings together investment, corporate, and lifestyle support. Finco Trust addresses this need through a unique structure that combines a corporate services firm with a wealth management company. The result is a comprehensive service model that enables clients to manage their wealth effectively, intelligently, and holistically.

Finco Trust’s strength lies in its multidisciplinary model. The firm unites a diverse team of professionals, including investment managers, accountants, legal advisors, and governance experts.

Professionals work together to provide seamless services that address every aspect of a client’s financial and administrative life. The benefit is tailored support that reflects both short-term requirements and long-term ambitions.

Flexibility without compromise

Although Finco is well-positioned to offer a 360-degree offering, it follows an open architecture model, allowing clients to maintain relationships with their preferred banking, legal, or investment partners. The firm frequently collaborates with third-party institutions, including global international institutions, focusing on enhancing client outcomes rather than creating dependency.

This flexibility allows Finco to adapt to a variety of needs. Whether a client requires full investment management or selective back-office support, the firm can deliver precisely what is needed without imposing a fixed over-engineered offering.

Finco’s integrated model allows professionals to view each client’s financial picture in full. When services are handled separately, misalignment becomes a risk. Finco’s collaborative approach ensures every decision is informed by a complete understanding of the client’s circumstances. This coordination saves time, reduces risk, and improves overall service quality.

Finco Trust operates with a global mindset. The firm has a proven record in both the local market and across international jurisdictions. Its clients include individuals, families, and corporate entities with cross-border requirements. The team’s international experience enables them to manage investments, structures, and compliance obligations in multiple jurisdictions.

Supporting families through generational wealth transfer

Finco has become a recognised provider in the multi-family office space. This sector is growing rapidly as families seek broader support during the transfer of wealth from one generation to the next. With an estimated 87 trillion dollars set to change hands globally in the coming years, families are looking for more wealth support. Finco Trust provides a complete offering that includes the various aspects of succession and generational matters.

Multi-family office clients benefit from a single point of contact and a consistent level of service across all areas of their financial and personal affairs. The firm also assists in lifestyle matters such as yacht and aircraft registration, managing international property portfolios.

Chris Casapinta, Executive Chairman of Finco Trust, explains: “We have built Finco Trust on the belief that wealth should be managed in context, not in isolation. By offering a fully integrated model, we can help clients make decisions that are better aligned, more efficient, and ultimately more valuable over time. Our approach is about clarity, not complexity.”

One partner, complete peace of mind

With this combination of services, clients can find all they need in one place. The Finco team understands both the intricate technical details and the broader strategic goals. Whether supporting complex international structures or handling everyday accounting needs, Finco Trust provides expert service with professionalism and efficiency.

You can contact Finco on [email protected] or +356 21220022. You can also request a meeting here.