Trust Services

Establishing a trust is a time-tested strategy for protecting your wealth, preserving your family business, and planning for succession.

Whether the goal is to secure your family's future, support loved ones, or contribute to charity, we ensure that your wishes are fulfilled.

Avoid legal hassles and rest easy knowing your assets are well-protected.

What does the process look like?

The Framework for the trust is outlined in the Trust Deed

The trust deed is a legal document between the Settlor (the person putting the assets into the trust) and the Trustee, outlining how the assets will be managed and distributed.

Trust Deed reflects your specific needs

Various clauses can be written in the trust deed detailing your needs. These clauses can be about how the funds are to be distributed to the beneficiaries- whether in equal terms or percentage terms or the life of the Trust can be specified. We ensure your Trust Deed reflects your wishes.

We work closely with you, guiding you through the entire process from selecting the right jurisdiction to establish the trust to aligning the trust deed to reflect your purpose behind creating the trust.

Trustees - Your Asset Protectors

The Trustee assumes legal ownership of the assets and has a professional duty to care for them on behalf of the beneficiaries.

Smooth Trust Setup

Setting up a Trust can be a complex long drawn out process. We ensure a smooth Trust setup that encompasses all your requirements, providing you with peace of mind and confidence that your assets will be protected.

Why choose this service?

  1. Personalized Solutions : Establishing a Trust is not a simple, one-size-fits-all process. It's a journey that requires careful navigation. We offer end-to-end handholding ensuring all your unique needs are met.

  2. Expert Guidance: We leverage our expertise to provide you with the optimal setup, shielding your assets while reflecting your aspirations. With us, you're not just getting a service, you're gaining a dedicated partner committed to your success.

  3. From Vision to Reality - A Comprehensive Service:
    We are committed to transforming your objectives into a tangible reality. Our comprehensive service ensures that every aspect of your trust aligns with your vision, providing you with worry-free setup experience.

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