Our Clients

Who are our clients?

  • Private individuals requiring an independent trustee familiar with trust administration, governance and the obligations of a trustee
  • ProfessionalĀ firms such as accountants and lawyers who provide trusteeships and need to ensure that they are undertaking their roleĀ in accordance with best practice
  • Professional firms who wish to offer an independent trustee to act in respect of their client trust structures
  • Company directors and business owners who wish to manage risk
  • Blended families wishing to provide for all family members appropriately. This can include taking the role of independent trustee following implementation of an agreed trust structure
  • Business and property owners planning for their succession
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