TRUST & FIDUCIARY SERVICES

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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.

FAMILY BUSINESS ADVISORY