What We Do

Our Services

Professional Trustee Services

As professional trustees, we act on behalf of our clients, ensuring the trust is administered in accordance with legal requirements and the wishes of the settlor. We handle all administrative tasks, safeguarding the interests of the beneficiaries while maintaining the highest standards of professionalism.

Independent Trustee Services

In situations where conflicts arise between trustees and/or beneficiaries, our role as an independent trustee becomes crucial. By providing objective guidance and resolving disputes, we ensure the trust is managed effectively, promoting harmony among all parties involved.

Trust Structure Review

Our team conducts thorough reviews of existing trust structures to ensure they align with your family’s needs and goals. We identify any gaps or areas for improvement, providing recommendations to enhance the structure’s effectiveness and longevity.

Trust Consultancy Services

We offer consultancy services to professional trustees, leveraging our expertise to support them in their fiduciary roles. Our objective insights and specialist guidance assist in the smooth administration of complex trusts.

Robust & Effective Structures

Whether you require wealth preservation, family succession planning, investment holding, or business administration, our team excels in managing trust structures to meet your specific objectives. We prioritize confidentiality and work diligently to provide you with a robust and effective trust framework.

Mission Statement

“Inspire, support and encourage the development of effective trust relationships that stand the test of time”