Settlor
The purpose and assets with which the arrangement begins.
Private Trust
TRUST · ADMINISTRATION · CONTINUITYTrust structuring and administration shaped around the assets, beneficiaries and purposes of the trust.
01PURPOSE BEFORE STRUCTURE
A structure for what you wish to carry forward.
A private trust brings the holding and administration of assets into a defined arrangement. We work with clients to consider the purpose of the trust, the assets involved and the needs of its beneficiaries. Our role extends from structuring to ongoing administration and coordination with relevant service providers.
A RELATIONSHIP, DEFINED
Different roles. A shared framework.
Trustee
Holds and administers trust assets under the governing documents.
Beneficiaries
The people entitled to benefit under the trust’s terms.
Illustrative roles only. The deed, applicable law and circumstances define the actual arrangement.
02HOW WE ACT
From intention to administration.
Trust structuring
Consider the trust’s purpose and asset-holding arrangements together, with attention to the circumstances of the client and intended beneficiaries.
Asset holding and coordination
Support real-asset holding structures and coordinate account or custody arrangements through relevant institutions, subject to the agreed scope.
Ongoing administration
Administer the trust and support relevant documentation, due diligence and transaction procedures as the arrangement continues over time.
When to begin the conversation.
You may be considering how assets are held, how family responsibilities will evolve, or how an existing structure is administered. These are starting points for discussion, rather than a conclusion that a trust is suitable.
Consider succession planningSCOPE & CONSIDERATIONS
The terms matter.
Each arrangement is subject to client due diligence, applicable law and the trust documents. Legal and tax outcomes depend on individual circumstances and professional advice; a trust does not guarantee asset protection or tax treatment.
Read the applicable frameworkLET’S TALK