Who are our Clients?
At Touchstone Trustees, we understand that trust administration requires specialised knowledge, impeccable governance, and a deep understanding of a trustee’s obligations. We cater to a diverse range of clients, providing independent trustee services that meet their unique needs.
Whether you are a private individual, a professional firm, a company director, a business owner, or a family with complex dynamics, we are here to assist you.
Private Individuals & Estates
If you are a private individual seeking the expertise of an independent Trustee or an Estate Administrator, we are well-versed in trust administration and can ensure the smooth management of your trust and estate. With our comprehensive understanding of governance and fiduciary responsibilities, we safeguard your interests and those of your beneficiaries.
Professional Firms & Client Trust Structures
Professional firms looking to offer independent trustee services to their clients can rely on our expertise. We act as a trusted and independent Trustee and Estate Administrator, supporting professional firms in meeting the needs of their clients’ trust structures. By collaborating with us, professional firms enhance their service offerings and provide comprehensive solutions to their clients.
Protection of Personal and Property Rights Act 1988 (PPPR Act) and Enduring Power of Attorney Appointments
We help individuals and families when someone is no longer able to make decisions for themselves due to illness, injury, or age-related conditions. Under the PPPR Act, the Court can appoint us to look after a person’s property if there is no one else able or suitable to step in. We can also be appointed under an Enduring Power of Attorney (EPA) to manage someone’s affairs when they become mentally incapable. In these roles, we act with care, independence, and sensitivity—making sure the person’s needs and best interests always come first.
Blended Families
Blended families often require specialised trust arrangements to ensure that all family members are appropriately provided for. Our expertise in trust administration and independent trustee services allows us to support blended families in establishing trust structures that address their unique needs. By acting as an independent trustee, we help facilitate a fair and balanced distribution of assets.
Business & Property Investors
Planning for the succession of your business or property is crucial for long-term stability and growth. Our team possesses the necessary knowledge and experience to assist business and property owners in developing effective succession plans. We work closely with you to ensure a smooth transition and the preservation of your legacy.
Company Directors & Business Owners
Managing risk is a critical aspect of running a business. As company directors and business owners, you can benefit from our trustee services, which help safeguard your assets and protect your business interests. We work closely with you to develop robust trust structures that mitigate risk effectively.