Who are our clients?
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- Private individuals requiring an independent trustee familiar with trust administration, governance and the obligations of a trustee
- Professional firms such as accountants and lawyers who provide trusteeships and need to ensure that they are undertaking their role 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