Fiduciary Services
Wealth decisions supported by structure, experience, and a long-term vision
Why a Trust?
A trust is a legal instrument that allows assets to be managed with security, purpose, and clarity. In Panama, it is regulated and supervised, offering asset protection and flexible solutions.
- Asset protection
- Estate planning
- Structured investment
- Contractual compliance
Why Assets Trust?
Over 40 years structuring bespoke trusts
- Authorized and regulated by the Superintendency of Banks
- Independence: we are not part of a banking group
- Tailored solutions supported by specialized legal expertise
- Local and international experience in personal, corporate, and institutional trusts
Why Panama?
Panama: A Reliable and Strategic Trust Jurisdiction
- Clear and modern legislation
- International recognition
- Strategic regional location
- Confidentiality and tax efficiency
Tax Treatment
The tax impact depends on the source of income of the assets held in the trust.
Mandatory annual filing → submitted by the trustee
Application of the territorial income principle
Each case requires an individualized assessment
At Assets Trust, what matters is not only protecting wealth, but structuring solutions that work in the long term.
Manage and Protect Family Wealth
If your family and your wealth are beginning to grow, this is the right time to organize and protect them in a structured way. A unified estate is an estate with long-term projection.
Organize and Safeguard Family Business Assets
Whether a micro, small, medium, or large enterprise, we support you in structuring your assets and strengthening corporate governance, promoting long-term continuity across generations.
Support Individuals with Special Needs
Structures designed to provide support for family members who require special care, such as individuals with disabilities, minors, students, or the elderly.
Manage Inheritance Trusts
A legal alternative to avoid lengthy probate processes or family disputes, ensuring an orderly transfer of assets in accordance with your wishes.
Custody or Issuance of Bonds or Shares
We act as trustees in issuance processes—whether public or private—administering related assets, redemption funds, and representing bondholders or shareholders.
Manage Trusts for Investment in Ventures
Designed as collaborative investment vehicles, they allow one or multiple investors to contribute funds to emerging projects, in partnership with initiatives such as Fundación Ideas Maestras and First Tuesday.
Custody and Administration of Severance Funds
Funds established to fulfill labor obligations related to severance, in accordance with Panamanian regulations.
Manage Investment Trusts
Structures created to channel capital into assets or instruments requested by the settlors. In certain cases, they may require registration or notification before regulatory authorities.
Administer Trusts for Construction or Real Estate Transactions
We facilitate real estate operations by acting as impartial third parties, managing funds with transparency and strengthening trust among all parties involved.
Custody and Administration of Pension and Retirement Funds
Private trusts for the management of employment benefits such as pensions, retirement plans, or other agreed-upon benefits.