There are many pressures within families where an outside trusted advisor can provide much needed support in an informal as well as a more formal manner.

  • Managing the trust assets as instructed in a prudent manner
  • Treating trust beneficiaries equitably, unless otherwise advised.
  • Keeping accurate financial information.

In a formal arrangement as a Trustee, we fully understand that our role is to safeguard our clients’ assets for them (grantor if living) and for the beneficiaries.

As a Trustee our role and responsibilities to the client involves:

  • Managing the trust assets as instructed in a prudent manner
  • Treating trust beneficiaries equitably, unless otherwise advised.

  • Keeping accurate financial information.

Case Study

The parents asked one of our consultants to chair a family meeting with their four daughters on the future succession planning for the farming and property business. 

The eldest daughter commented that “our advisor managed us very professionally and we achieved in one meeting what would have taken many without his involvement”.

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