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.