professional Services
Practice Areas
Since 1955 HLDT is a first-choice trusted partner within our sectors. Our process applies techniques from a variety of disciplines.
Corporate Secretarial Services
HLDT delivers meticulous, detail-oriented company secretarial services and corporate governance advice, drawing on techniques from a wide range of disciplines. As an international provider, we offer fully outsourced solutions, tailored service packages to meet your specific needs, or interim support to address temporary resource gaps. Our extensive experience includes the seamless delivery of: Regulatory Announcements: Ensuring timely and compliant communication with regulatory bodies. Board and Committee Support: Providing administrative and governance support to ensure efficient board operations. Annual and Interim Reporting: Assisting with the preparation and filing of essential financial reports. Annual General Meetings: Managing the logistics and compliance requirements for successful AGMs. Statutory Compliance: Ensuring ongoing adherence to all legal and regulatory obligations.
Corporate Trust Services
HLDT helps parties mitigate risk in financial transactions by securely holding cash, documents, or both until specific commercial conditions are met.
As an independent escrow agent, we offer well-established escrow arrangements refined over many years of experience.
To optimise yield on cash balances held in escrow, HLDT provides access to a range of investment options tailored to your liquidity needs.
These include AAA-rated money market funds, fixed-term deposits, government securities, and interest-bearing accounts where available.
We offer standard templates for these investment options, as well as the flexibility to create bespoke solutions upon request.
Pensions Trusteeship and Governance
Corporate Sole Trusteeship (CST) is gaining popularity as a streamlined governance solution for pension schemes.
In this model, a corporate sole trustee replaces the traditional trustee board, assuming full responsibility for pension scheme governance and serving as a trusted, single point of contact for all scheme matters.
By appointing HLDT as your CST, you gain access to an experienced team that brings deep expertise, a wealth of knowledge, diverse perspectives, and valuable insights from working with over 260 CST clients.
Below, we explore some of the key drivers encouraging the shift to CST.
Finance and law Experts
We provide expert guidance and delivering successful outcomes for our clients since a separate ISP services division commenced in 1992. Our professionalism and focus is reflected in our transparent communication and respect for your need for privacy and confidentiality.
A Family Office since 1955…
$6.7bn
Assets Under Management
47
World Wide Financial Consultants & Attorneys Retained
Financial Experts
A Family Office since 1955.
24
Charities Supported Year-End 2024
11
Successful Charity Events Supported Year-End 2024
$2.7bn+
Deals HLDT Provided Consultancy Year-End 2024
102+
Securities Settlement Referred to Clearstream and Euroclear Year-End 2024
Proven track of successful growth for over 70 years
Success
12k
Clients
70
Years
Designed Just for You
Strategic Coordination
We maintain rigorous oversight of the entire project lifecycle, seamlessly integrating third-party vendor coordination with active HLDT management.
Our structured approach ensures that every agreed milestone is executed with precision, guaranteeing the delivery of your specific requirements in strict accordance with the established timeline.
Have Questions?
Frequently Asked
Questions
What is the history and organizational structure of Heritage Law Debenture Trust?
Founded in 1955, HLDT is a unique combination of a Family Office Income Investment Trust underpinned by a leading Independent Professional Services (IPS) business. Based in the Cayman Islands, the firm has a proven track record of success spanning over 70 years and serves a client base of over 12,000 clients internationally.
How does HLDT’s Corporate Trust Services help mitigate risk in financial transactions?
HLDT assists parties in mitigating risk by acting as an independent escrow agent. They hold cash, documents, or both, pending the conclusion of specific commercial matters. Their escrow arrangements are well-established and have been developed over many years to ensure secure and efficient transaction conclusions.
What is Corporate Sole Trusteeship (CST) in the context of Pension Governance?
Corporate Sole Trusteeship (CST) is a solution for pension schemes looking to streamline governance where a corporate trustee sits in place of a traditional trustee board. As a CST, HLDT takes responsibility for pension scheme governance and becomes the trusted point of contact. Clients benefit from an experienced team providing expertise, diversity of thought, and insight derived from working with over 260 CST clients.
What services does HLDT offer regarding Corporate Secretarial duties?
HLDT is an international provider of company secretarial services and corporate governance advice. They offer fully outsourced company secretarial solutions, tailored services adapted to specific needs, and interim support for temporary resource challenges. Their expertise includes handling regulatory announcements, board and committee support, annual and interim reporting, Annual General Meetings, and statutory compliance.
What investment options are available for cash balances held in escrow?
To optimise yield on cash balances held in escrow, HLDT provides access to multiple investment options depending on the client’s liquidity needs. These options include a variety of AAA-rated money market funds, fixed-term deposits, government securities, and interest-bearing accounts. HLDT offers both standard templates for these options and bespoke solutions upon request.
What is HLDT’s experience level in the professional services sector?
HLDT has been a first-choice trusted partner within its sectors since 1955. The firm applies techniques from a variety of disciplines with careful attention to detail. Over its 70-year history, it has built a reputation for successfully resolving cases and currently manages the needs of 12,000 clients globally.