Jefferson Trust - Born from a history of excellence

From tailored family planning to asset management – we can help.

Jefferson Trust’s core values

Five words are at the core of the values Jefferson Trust stands for: Purpose, Integrity, Passion, and Authenticity .

Jefferson Trust’s values are aspirations, reflecting the company’s commitment to move the organisation forward for the benefit of its clientele, investors and professional staff. By living these values each day, Jefferson Trust can ensure that clients are served in the best way possible, that internal colleagues are valued and respected, and that the company consistently achieves a level of performance that sets Jefferson Trust apart from the competition.

We are here to help with all your financial business.

Asset Management

You would like to delegate the management of your assets to the professionals and be assured that they are invested according to your wishes.


Legal advice

You would like viable and long-term solutions, which we create together within a team of experienced lawyers.


Trusts & Foundations

You would like asset planning during your lifetime and a transfer of assets separate from the estate.


Fund set up

You would like to assume responsibility and exert long-term and sustainable influence on the planning of your estate.


Real estate investments

You would like to carry out asset diversification and have access to off-market properties.


Family Advisory

Starting your own legacy requires laying a strong foundation that will shield your personal fortune against wealth depletion factors.


The foundation of one’s domain is laid one brick at a time, with the utmost care each time.

Jefferson Trust’s team has been providing cutting edge financial advice cumulatively for over 40 years, and from the first moment, we focused on excellence in all our services. A vital characteristic of our team is the drive to stay at the top of their performance and a willingness to keep improving themselves.

We form strong, trusted connections with our clients, based on a deep understanding of their professional worlds, drawn from our extensive experience of working in those same worlds – across entrepreneurship, finance, law, and accounting.

The team working for you

Board of directors

Jeffrey Broer

Director of Trusts, Board of Directors

Serena Kwok

Director of Finance, Member of the Board

Furuzonfar Zehni

Enough Talk, Let's Build Something Together