What We Do

Close up of a male hand signing a document
  • Act as a professional trustee in new and existing trust structures
  • Provide independent trust services to private individuals and professional trustees
  • Act as independent trustee where differences between trustees and/or beneficiaries adversely affect the management of the trust
  • Review your existing trust structure to ensure that it meets the needs of your family
  • Independence allows us the freedom to work with our client’s advisors and managers with flexibility while providing objective specialist guidance and services
  • Provide trust consultancy services to professional trustees
  • Provide trustee services in relation to Buy/Sell Agreements and insurance policies
  • Provide excellent, confidential service, ensuring a client’s structure is robust and effective
  • Services will include managing trust structures set up for wealth preservation, family succession planning, investment holding and business administration
  • We work with our own trust structures or those created for clients by their professional advisors
  • We do not provide legal or accountancy advice, nor investment management services