Private Trust Services

Family Office Services.

We ensure your family trust is properly set up and governed with strict adherence to standard best practices.

We help you manage your family assets under a single-family trust or via a multi-family office structure by designing a custom plan that will preserve your family’s wealth across generations and keep family assets under an umbrella with the intention of fostering family objectives and interests.

We thrive to achieve a balance between family objectives and prudent business practices.
Your family estates and businesses will be preserved and transferred across generations.

As trustees we provide the following Family Office Services:

Succession and Legacy Planning
Legal and Tax Advisory Services
Asset Management
Financial Education and Skills Management
Business Governance Advisory
Real Estate and Property Advisory
Insurance Advisory
Philanthropy

Benefits of Family Office Services

Provide long-term financial security across generations.
Intergenerational wealth transfer
Serve as a hub for family philanthropy and social enterprises
Manage the personal affairs of the family
Protection against common risks such as the death of a prime member , conflict amongst beneficiaries and mismanagement due to selfish personal interests.

Would you like to connect with an expert?