We understand that every family situation is unique and the creation of trusts and foundations assist with adaptable and flexible structuring solutions for high net worth clients.
Trusts and foundations form part of robust estate and succession planning and asset protection vehicles that can be the bedrock of multi-generational families, managing and protection wealth, over many years.
As Trustees, we can help to talk a family through the benefits of setting up a trust and the process involved.
We provide regular reporting, taking into account changing family circumstances and relevant external factors. This includes financial statements and investment reports on assets held within trust structures.
Alongside trusts and foundations, we are familiar with all forms of wealth management structures including limited partnerships, limited liability partnerships, purpose trusts and private trust companies.
We can also flexibly support you on your charitable and ESG endeavours.