Private Wealth / 02

Trusts

We assess and coordinate trust structures for asset protection, administration, investment and orderly transitions.

Our perspective

Assets governed by rules.
Long-term objectives.

A trust should allocate powers, controls and replacement arrangements clearly enough to respond to change without departing from its purpose.

When we add value

We assess the jurisdiction, trustee, assets and purpose to determine whether a trust is the right tool.

We design authorisations, reporting, replacement mechanisms and limits that protect the purpose without paralysing administration.

We assess performance, costs and suitability in light of changes in family circumstances, regulation or wealth.

Scope

We support the design and review of trusts, coordinating with trustees and defining powers and oversight mechanisms.

Contact

A direct conversation allows us to understand the context and define a proportionate next step.