Creating a Trust
- Think you need a trust?
- You have a trust - but are not using it?
- Is your trust sound?
There are many reasons to form a trust. There are also many
trusts that are formed and ignored, or administered
incorrectly.
Let us advise you on the creation of your trust; review the
trust that you have in place; and ensure that your trust is serving
the purpose for which you set it up.
We are currently acting as trustees for a number of our clients
and understand the issues that arise in dealing with family wealth.
We will work with your lawyers to ensure that the wealth that you
have created is protected and administered in accordance with your
wishes.
We prepare financial statements, tax returns and minutes for
trusts.