TRUST ADMINISTRATION

At Jáuregui-Hogan Trusts, we provide ongoing administrative services for personal, family and charitable trusts. Our work includes the careful management of trust assets, liaison with beneficiaries, and the fulfilment of trustee duties in accordance with Irish law and the terms of the trust deed.

We view trust administration as an act of stewardship, requiring consistency, discretion, and long-term orientation.

What This Service Involves:

• Maintenance of trust records and compliance documentation;

• Liaison with beneficiaries and nominated professional advisors;

• Oversight and co-ordination of asset management, including valuations, distributions and investment review;

• Preparation of trustee minutes and resolutions;

• Facilitation of audits, reviews and external reporting, where appropriate;

• Optional integration with company secretarial or regulatory services via Jáuregui-Hogan Secretariat.

Who This Is For:

• Existing trusts requiring administrative support;

• Families seeking a discreet and capable trustee entity;

• Charitable trusts in need of governance and reporting assistance;

• Solicitors and advisors seeking an experienced trustee partner;

• Individuals who have named Jáuregui-Hogan Trusts as successor trustee.

Why Work With Us:

• Trusted, discreet and capable trust administration;

• Professional governance and consistent reporting;

• Long-term orientation and sensitivity to family, legacy and charitable considerations;

• Seamless co-ordination with your legal, financial or faith-based advisors.

Legal Context

The administration of trusts is governed by the terms of the trust deed, applicable provisions of the Trustee Act, 1893 and subsequent legislation and the fiduciary duties owed by trustees.

We ensure that all administrative actions align with Irish law and reflect the Client’s intentions as settlor.