What is the best way to set up a will and trust?

To be frank, the best way to FINALIZE a solid will is with a lawyer, however in advance, we can help all aspects of your estate plan. While everyone should have a will, some families could use a trust within their estate plan. Every individual and family is unique. We will help create an estate plan that is unique and personal to you, and revisit your plan as circumstances in your life or business change.

What are the advantages of a family trust?

Setting up a family trust will help you plan how to transfer your wealth, protect your assets, provide for future generations, and most likely maximize your family’s tax efficiency (yes, reducing the family tax burden). This is particularly true for business owners with generational wealth potential.

How do you discover or meet the companies you invest in?

We discover companies through a wide variety of sources including our personal and professional networks, local and international investor community, local tech ecosystem, and service providers we work with.

Do you hold credentials for investing?

Our role is not to invest directly. While we have extensive investing experience, we use certified professionals to invest on behalf of the Trust. As Trustees, we help coordinate activities such as investing, taxes, accounting, and more through existing relationships. We work very closely with our network to ensure that objectives are met and due diligence is sound.