Our Plans

OPERATION OF PLAN

Soter Trust Plan, designed for high net-worth individuals, combines the function of a discretionary trust together with strong asset protection element that is safeguarded by Cook Islands’ unique asset protection and International Trust Laws. The settlor who set up an offshore trust will be protected with the most comprehensive trust law and can instruct the trustee on how to manage the assets through a Letter of Wishes at any time.

Shining, a brand new plan for you to meet your actual needs in life. Each and every one of us is working hard to achieve our dreams, whether it is to enhance your current lifestyle or to support your loved ones. Metis CI understands the difficulties of maintaining your saving while covering your expense, and we are here to assist you in achieving your goal. A new single contribution plan – “Shining” is at your service.

SOTERThe Smart and Intelligent Choice to Safeguard Your Assets

Soter Trust Plan, designed for high net-worth individuals, combines the function of a discretionary trust together with strong asset protection element. Metis CI aims at developing the best possible cross-border wealth management and trust solutions. We accomplish this goal by assisting our clients in establishing offshore trust plans, personal wealth management plans, family inheritance, employee benefits arrangements, shareholder retirement programs, and estate tax planning.

There are numerous wealth management tools available on the market, but only Soter Trust Plan can bring you the unique benefits of:  

  • Succession Planning
  • Avoidance of Probate
  • Asset Protection
  • Privacy
  • Pre-marital Planning
  • Tax
SHININGA future shining bright

"Shining" is a unique multi-functional financial plan that integrates the management of savings, trusts and financial affairs. Choosing the right financial solution to protect your wealth is the foremost decision in life. “Shining” is a single lump sum contribution plan that fulfills your financial needs such as paying for mortgages, down payments or to venture capital funds.

  • Choices of currency selection
  • Multiple asset classes for your selection
  • Appointment of contingent Beneficiaries/ Assignment of the plan
  • Flexible withdrawal for urgent use or pension needs
  • Multiple plan maturity options
  • Free and unlimited asset switching
  • 24/7 access to your account information online
  • Security of your asset
  • 30 day cooling-off period
Back to Top