Trust Consultancy
Planning for the future is essential to ensure the protection and preservation of your assets for generations to come. We offer comprehensive trust and estate planning services to help individuals and families achieve their wealth management goals.
Our team of experienced consultants takes a personalized approach to estate planning, working closely with clients to understand their unique circumstances, objectives, and concerns. Whether you’re looking to minimize tax liabilities, protect assets from creditors, or plan for succession, we’re here to provide tailored solutions to meet your needs.
From creating wills and trusts to implementing advanced estate planning strategies, we offer a wide range of services to address your estate planning needs effectively. Partner with us to secure your legacy and protect your loved ones’ financial future.
Services We Offer
Will Writing Services
We assist clients in drafting wills not only ensure their property assets are distributed according to their wishes and protected from unnecessary taxes and legal challenges, but also crucial decisions such as guardianship for minor children. It will take effect only after you passed away.
Estate Administration
Estate planning serves a vital function in safeguarding beneficiaries, whether shielding minor or adult beneficiaries from potential pitfalls such as external influences, creditor issues, or an overbearing spouse. A well-executed estate plan can effectively prevent family conflicts and substantial legal costs by appointing guardians and trustees for minor beneficiaries. Additionally, it offers a means to safeguard adult beneficiaries from bad financial decisions.
Trust Management Services
Trust becomes effective immediately and forms an integral part of estate planning, facilitating asset distribution prior to, at the time of, or following death. It is a legal arrangement wherein a Trustee, whether an individual or an entity such as a bank or law firm, holds legal ownership of property or assets on behalf of a designated beneficiary.
Through a Trust, you retain control over the management of your properties/assets both during your lifetime and beyond. This attribute is particularly appealing to individuals facing unique circumstances, such as having minors in the family, supporting family members with special needs, or requiring succession planning for a business.
Trustee Services
A Trustee is an individual or entity tasked with overseeing the management of property or assets for the advantage of a third party. Trustees can be designated for various reasons, whether it’s in cases of bankruptcy, charitable endeavors, trust funds, or retirement plans. Typically, Trustees are entrusted with making decisions that prioritize the welfare of the beneficiaries. They frequently bear fiduciary obligations to the beneficiaries of the Trust.
Private Trust Setup
A Private Trust Company (PTC) is one of the corporate entities serving as the trustee of a trust. Unlike traditional trusts where a separate trustee is appointed, in a PTC arrangement, the company itself assumes the role of trustee. This grants significant control over the trust’s management. The individuals chosen to serve as directors of the PTC typically include family members, representatives, and professionals with specialized knowledge in trust law and administration. Opting for a PTC offers enhanced control, influence, and flexibility in managing assets and administering the trust.