Trust Services

Jakob Fugger’s trust service consultants advise our high net worth clients on the best domestic and international structures that may be available to hold and manage portfolio assets. Investors use those structures to verify that investment assets are managed and transferred in ways that maintain portfolio value with minimum erosion due to intergenerational taxation and other liabilities.

All trust services that our consultants provide are delivered in their capacity as professional fiduciaries. Their approach is solutions-driven, with an understanding and appreciation that the establishment of a family trust may bring conflicts and emotions to the surface.

No trust is effective if it does not serve family unity and stability or that distributes trust assets inequitably. In view of this, our consultants start all trust engagements by developing a deep understanding of family dynamics and relationships. The resulting trust structure will last for decades without fostering any conflict. Our commitment to serving the long-term needs of our clients gives our consultants the wherewithal to negotiate complex decisions, maintain transparent communications with trust beneficiaries, and retain a legacy-driven approach to trust asset management.  

Trustee Services

When you appoint a Jakob Fugger-affiliated independent advisor as the trustee for your trust, that advisor will give you that your directions are followed strictly and fully in accordance with your intent as stated in your trust document. Our trust advisors have expertise in the management of commercial real estate, infrastructure investments, private equity and debt, family partnerships, closely-held businesses, and artwork. Our trustees take a proactive approach to disputes among trust beneficiaries with transparent communications and an impartial and committed approach to dispute resolution.

Estate Settlement Services

The estates of high net worth investors are not readily managed and distributed. Those estates often include assets in multiple jurisdictions and with complex holding and ownership structures.    Our third-party estate settlement consultants have the professional expertise and diplomatic skills that are needed to settle a complex estate over a lengthy period.

Throughout the settlement of every complex estate, Jakob Fugger's consultants focus on the interest of the estate owner and beneficiaries to complete a fair and equitable resolution of all challenges. They confer with our wealth management advisors to establish real values of a client's assets and rely on other professional services as needed. While Jakob Fugger does not offer legal, tax, or accounting services, our estate settlement experts develop authoritative third-party teams to manage those issues. The result is an unprecedented ability to complete the estate settlement process with maximum efficiency and professionalism.

Agency Partnership Services

When a client needs professional trading advice to manage an extended portfolio, Jakob Fugger can bring in third-party advisors to provide discretionary trading services for the active trading of a portfolio’s debt and equity assets, the management of commercial real estate, and the development and administration of trust structures. As a private, independent wealth advisory firm, we are not burdened by third-party oversight that limits our service offerings in this regard.

Before we recommend any advisors for discretionary trading and asset management, we verify that those advisors have the same commitment to meticulous attention to every detail that is part of our core principles.

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Jakob Fugger is a _________________ company. We are providing this and other information on a broad range of investment topics on this page for the benefit and edification of our actual and prospective clients. This information is not intended to be and should not be treated as legal, investment, accounting, or tax advice and is for informational purposes only. Individuals who access this Website should under no circumstances rely upon this information as a substitute for their own due diligence or for obtaining specific legal, accounting, or tax advice from their own professional advisors.

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Jakob Fugger operates strictly in accordance with the Securities Laws, Rules, and Regulations of the jurisdictions in which we conduct our business and operations. We do not offer all of the products and services referred to herein to all Users of this Website or in all jurisdictions from which a User may access this Website. We do not maintain licenses to provide specific financial products or services and we have elected not to pursue any licensing that would interfere with or unduly restrict our primary business of originating, funding, and administering private loans to accredited investors that have the knowledge, experience, and resources to understand the benefits and risks of those loans. Certain of the products and services referred to on this and other pages may be offered through our affiliated or independent contract third-party service providers. If and to the extent that we refer to or link to third parties that offer products or services that require licensing, the user who accesses such third-party links has the sole responsibility to verify the validity of those licenses and the third party’s authority to offer products and services thereunder.
4300 N 1st St, San Jose
95134, California
United States