WHAT WE DO

Services

Independent, comprehensive trust administration — from formation through to ongoing compliance and reporting.

Trust Formation

Drafting and registering trusts tailored to your family or business goals.

Trust Administration

Ongoing management, accounting and compliance for existing trusts.

Independent Trusteeship

Impartial, professional trustees for objective decision-making.

Trust Accounting & Financials

Clear financial record-keeping and reporting for every trust.

Income Tax Returns

Accurate, timely tax filing for trusts and their beneficiaries.

Risk Management

Identifying and mitigating risk across trust assets and structures.

Association with Attorneys

Coordinated legal support across estate and trust matters.

Bond Origination

Assistance securing bonds for trust-owned property.

Guidance on life cover to protect trust beneficiaries.

Not sure which service you need?

Tell us about your situation and we'll recommend the right structure.