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Services

KLT Consulting provides bespoke governance and advisory services for each client. Our principal service offerings are detailed below but please get in touch to discuss your specific requirements.

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Independent Governance Reviews

An independent governance review is a structured, independent assessment of how a trust, foundation, private trust company, or wider private wealth structure operates in practice, stress-testing key aspects of its governance.

 

It is not a legal opinion, compliance audit or regulatory review. Instead, the review focusses on governance robustness, fiduciary decision-making, role clarity, documentation standards and structural resilience.

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The review is designed to help fiduciary businesses identify governance vulnerabilities within private wealth structures, strengthen governance frameworks and support well-reasoned, defensible decision-making.

Scope of review

Each review is tailored to the structure and the client’s objectives but may include:

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  • Structural integrity & documentation

  • Fiduciary roles & responsibilities

  • Fiduciary decision-making processes

  • Settlor/Founder influence

  • Succession planning (for role holders)

  • Conflict of interest management

  • Beneficiary engagement & communication

  • Asset & investment governance

Deliverables

The output is typically a written governance review report with:

  • executive summary of key observations

  • governance risk assessment matrix

  • prioritised recommendations

  • optional follow-up discussion session with relevant stakeholders

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All outputs are advisory in nature.

Typical engagement profile

This service may be particularly relevant where:

  • structures are long-standing or multi-generational

  • there have been changes of trustee, protector or key decision-makers

  • as part of a due diligence exercise by an incoming fiduciary

  • there are complex family dynamics or succession considerations

  • underlying structures have become increasingly complex

  • fiduciaries wish to undertake proactive governance assessment

  • there are concerns regarding documentation or historic decision-making practices

How this service differs from:

Legal advisers - typically engaged on specific transactions, restructurings or disputes

Compliance consultants - focus on AML/CFT/CPF frameworks and regulatory requirements

A governance review is a holistic assessment of the governance of the structure as a whole. It sits alongside (rather than replaces) legal and compliance work.

Governance & Fiduciary Advisory Support (Retainer or Ad hoc)

Independent governance-focused advisory support for Guernsey fiduciary businesses, private trust companies and boards involved in private wealth structures on a retainer or ad hoc basis.

Retainer

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Ongoing access to independent governance-focused advisory support for fiduciary businesses, private trust companies and boards involved in private wealth structures.

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The service is designed to provide experienced external input on governance, fiduciary process and decision-making matters as issues arise.

Ad hoc support

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Independent governance-focused input on specific issues, decisions or situations arising within private wealth structures.

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Intended for matters requiring experienced external perspective, governance challenge or structured risk analysis without the need for a full governance review or ongoing retainer arrangement.

Scope of support

Support may include:

Typical use cases

Governance and fiduciary advisory support may be appropriate where:

  • a fiduciary board requires independent perspective on a sensitive matter

  • there are concerns regarding governance robustness or process integrity

  • a structure is undergoing change or transition

  • there are tensions between stakeholders or powerholders

  • historic decisions or documentation require review

  • governance risk needs to be assessed before escalation occurs

  • discussion of fiduciary decision-making approaches

  • governance input on complex or sensitive matters

  • review of governance processes and documentation practices

  • governance-focused review of trust and constitutional documentation

  • consideration of conflicts and governance risk

  • independent perspective on board or committee matters

  • review of historic governance or decision-making issues

  • support in developing more robust governance frameworks and processes

The service is flexible and intended to complement internal teams and external legal advisers.

Scope & Limitations of Services

All services are advisory only.

KLT Consulting Ltd. provides independent governance and fiduciary advisory services.

KLT Consulting Ltd. does not:

  • provide legal advice or legal opinions

  • draft transactional documentation

  • act as trustee, protector or director

  • undertake any other regulated fiduciary activity

  • implement decisions or transactions on behalf of clients

  • make decisions on behalf of clients

Clients remain responsible for all fiduciary and operational decisions.

Any references to legal or regulatory frameworks are provided from a governance and risk perspective only.

Where legal, tax or other specialist advice is required, clients should obtain advice from appropriately qualified professional advisers. (Support with preparing instructions to professional advisers can be provided.)

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