Family trusts
So you've built some wealth? Now you need to protect and defend it. Often the best way to hold, protect and manage your investments is in a trust, since it's a separate legal entity. Trusts protect your assets and legacy. They can also facilitate the intergenerational transfer of wealth. Family trusts provide the ideal structure to hold growth assets like propety or your share portfolio.
Your Trust will become part of your Estate planning. As such we can prepare and present all documents in a custom heirloom folder should you desire.
Formation & advice
We can review your investments and assist with:
- Setting up a trust and documentation.
- Preparation or update of wills and letter of instruction.
- Setup of a managed investment account for your trust.
- Review of your existing trust and investment performance.
- Financial accounts and tax planning.
Trust Review
Make sure your trust is working for you:
- A custom review of your existing trust.
- Does your trust offer the protection you require?
- Is your trust effective and efficient from a management point of view?
- Is your trust investment portfolio delivering an optimum return for beneficiaries?
- Could the portfolio better meet the needs of the beneficiaries?
*Trust investment services may be subject to eligibility criteria.