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Advice for trustees of family trust funds
You have been trusted to perform an important role. While your responsibility is significant, it does not need to be difficult. Let us help you with the heavy lifting.
Building generational wealth
Trusts have been used for centuries to protect and grow wealth through the generations, and as a trustee you have been given the responsibility of deciding how that wealth should be deployed. Many trustees of family trust funds are not financial professionals, and their busy lives often make the idea of running a trust fund an unattractive one.
Fortunately, you have the option (and some would argue, the duty) to delegate the hard work of investing and administering the trust fund to a competent and experienced professional. Whatever decisions you face, you can benefit from expert guidance from our team.
Sound investment guidance
If you want or need the assets held in trust to provide solid growth, you need to invest wisely, and we can help you do exactly that. As a Deep Dive client, you have access to favourable terms from some of the country’s leading providers, secured by us on your behalf.
Tax mitigation strategies
As a trustee, you must ensure the trust is properly protected so its beneficiaries can derive maximum value from it, and that means safeguarding against unnecessary taxation. Tax rules are always changing, but our advisers have their fingers on the pulse and years of professional experience to draw on in providing you with the support you need.
Record-keeping support
One of the most important duties of a trustee is to keep track of the corresponding documentation, especially if and when payments are made to beneficiaries. You can get the assistance you require with this from our team, who’ll help you navigate the jargon and complete your tasks diligently and efficiently.