TRUST ADMINISTRATION

Family Trusts

Trusts have been around for centuries and are a well established mechanism for protecting wealth and aiding the intergenerational transfer of assets.  We can advise if a Trust structure is right for you and assist with:

• Strategy & Trust Formation
  • Trust settlement and documentation
  • Transfer of assets / asset protection
  • Estate planning
• Trust management and administration
  • Financial statements and tax compliance
  • Resolutions & trustee minutes
  • Gifting  
• Independent trustee services

Charitable Trusts

We have advised on the establishment and on-going management of Charitable Trusts, including strategic goals, charities registration and compliance, trust board and financial administration.