We utilize extensive knowledge of financial structures and planning to effectively manage both a long-term plan as well as administer required day-to-day details.
Often retained as an executor to help manage various aspects of an estate, our team works with both a client and their lawyers to design a will or trust tailored to the family context at play. When setting up trusts or wills, we assess current and future needs, and develop a structure for income distribution to children or named beneficiaries.
