Creating long-lasting structures
We work holistically with our clients and their advisors. We often work on solutions alongside the client’s existing advisors, including tax and legal counsel, clearly setting out roles, responsibilities and transactional deliverables.
Our project management approach includes extensive experience in helping to implement and manage the critical aspects of ongoing governance inherent in an efficient and durable structure.
Our project management approach includes extensive experience in helping to implement and manage the critical aspects of ongoing governance inherent in an efficient and durable structure.
Invest in our
far-sighted experience
Whatever your family’s needs, we can provide the support and guidance to structure a trust designed for longevity and flexibility.
Services we offer include:
- Project transaction and structure implementation and operation
- High level review of governance frameworks from an operational perspective
- Working with families to implement family charters, committee structures and oversight
- Helping committees to operate more efficiently, whether by acting as secretary or sitting on the committees
- Coordination in relation to structures and their ongoing practicalities with a view to improving efficiencies
- Record keeping and documentation
- Use of data rooms as a point of reference for families
- Regulatory reporting
Distinctly Different.
A tailored management approach
We practice team-based relationship management as well as single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Developing and optimising
Our extensive experience allows us to review structures, consider their operational practicalities and deliver improvements.
A central point of oversight
We act as a hub in the governance of your structure, drawing upon our network of advisors and managing them.
Leading from the front
Our team thinks and acts as an extension of yours, we are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
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