So you've built some wealth? Now you need to protect and defend it. Often the best way to hold, protect and manage your investments is in a trust, since it's a separate legal entity. Trusts protect your assets and legacy. They can also facilitate the intergenerational transfer of wealth. Family trusts provide the ideal structure to hold growth assets like propety or your share portfolio.
Your Trust will become part of your Estate planning. As such we can prepare and present all documents in a custom heirloom folder should you desire.
We can review your investments and assist with:
Make sure your trust is working for you:
*Trust investment services may be subject to eligibility criteria.