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Services

04. FIDUCIARY SERVICES

Fiduciary Services

A fiduciary can be defined as someone who has undertaken to act on behalf of another in a particular matter that gives rise to a relationship of trust and confidence. It’s this trust and confidence that underpins the service we offer.
 

Trust Creation
A trust is an important part of any client’s estate plan, providing the only legal vehicle by which a client can divest himself of his assets, yet still remain involved in their day-to-day management. Our trust specialists will ensure that your trust deed is tailored exactly according to your wishes and will guide you through the process of creating your trust.


Trust Administration
No matter how well your trust deed is prepared, it will all come to nothing if the trust is not properly administered. The greatest danger facing most clients who create trusts to house their wealth is the trust being successfully attacked as their alter ego, rendering the trust null and void ab initio. To avoid this, it is essential that trustees are always kept involved in the trust’s decisions and administration, guarding against any attack on the trust on the basis that only one trustee is making the decisions and administering the trust.

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Founded in 1952

Years of Expertise

CONTACT US

Please feel free to contact us for a quote we would prefer to setup a no obligation meeting to discuss your fiduciary requirements and to understand your challenges and your business more.

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