Trusts & Asset Management
Not everyone needs a family trust but many people find a trust useful or indeed necessary at some stage of their lives. A trust often involves the protection of assets they have spent a lifetime acquiring. Our clients include both high net worth individuals and those whose home and other property still mean much to their family. They share the same objective of ensuring their wishes are followed, wealth is preserved, risks (and taxes!) are minimised and loved ones protected.
Forming a family trust may help your family in various situations including a marraige or relationship breakdown, or acting positively to provide protection from creditors, obtain a tax benefit or to enable lifelong security for loved ones.
It is often wise to separate business activities (and risks) from the ownership of the family home and other personal assets. This can be achieved through a 'trading trust', a limited liability or a combination of these or other legal entities.
Trusts are capable of many purposes. They can be set up to provide for virtually any circumstance. We can give effect to any legitimate arrangement that enables our clients to structure their affairs in the most convenient, suitable and effective way.
Our services include:
- Family trusts
- Business structures to protect assets and minimise risk
- Business trusts
- Special purpose trusts
- Charitable trusts
- Independent trustee services
- Advice to trustees
- Gifting programmes
- Advice on matrimonial and de facto relationship property
- Estate and retirement planning
- Wills
- Enduring powers of attorney