TRUST & FIDUCIARY SERVICES
Our clients use a Trust to distribute wealth in agreement with their goals, protect and preserve assets in a flexible and private manner that can be easily transferred from one generation to another use trusts.
A trust aims to:
- Collect and redistribute income
- Process Transactions
- Provide reports and statements
- Assist with tax where applicable
It can also act as an estate settlor by serving as the executor of the client’s estate; value and dispose of assets; attend court proceedings and prepare tax returns.