Our clients use a Trust to distribute wealth in agreement with their goals, protect and preserve assets in a flexible and private manner that can be easily transferred from one generation to another use trusts.
A trust aims to:
Collect and redistribute income
Process Transactions
Provide reports and statements
Assist with tax where applicable
It can also act as an estate settlor by serving as the executor of the client’s estate; value and dispose of assets; attend court proceedings and prepare tax returns.