From call to funded trust.

A 30-minute confidential conversation. We map the structure of your assets, the risk surface you're worried about, and the time horizon you have to work with.

• Direct call with an attorney.
• We tell you when a Cook Islands Trust is the wrong tool.

Timing — Same week, typically.

We draft the trust deed, select the trustee and protector, and coordinate with offshore counsel. You see and approve every document before anything is signed.

• Cook Islands jurisdiction — the only structure we set up.
• Trustee vetting — we introduce you to professional trustees and protectors we know well, so you can make an informed choice about who to work with.
• We walk you through every drafting decision and what it means for your situation, so you're not just signing forms.
• You receive a draft for review before anything is signed — questions answered, edits made until the trust aligns with your goals.

Timing — 2–4 weeks from engagement to executed trust.

Real estate, LLC interests, investment accounts, and cryptocurrency — each asset class has its own pathway into the trust. We sequence the moves so you keep operational control where it matters and surrender it where it doesn't.

• Operating LLC layer for active businesses and real estate; trust holds the LLC, not the underlying property.
• Liquid assets transferred in kind — existing positions move into compliant offshore custodial accounts without being liquidated, so you avoid unnecessary tax events and cost basis resets.
• Coordination with your CPA and existing estate-planning attorney throughout.

Timing — Funding runs parallel to and after trust creation; pace matches your asset complexity.

An asset-protection structure is not a one-time deliverable. We stay engaged for the life of the relationship — annual reviews, amendments when your circumstances change, and a single point of contact who knows your file.

• Beneficiary, trustee, and protector changes handled in-house — and any other amendments needed to keep the trust valid as your circumstances evolve.
• Coordinated response if a creditor event ever materializes — most clients never need this, but the readiness is part of what they're paying for.

Timing — Ongoing, indefinitely.