Trusts
Purpose
We facilitate the creation, organization and management of family trusts using our unique combination of skills. Our dedication is to help families where the current conventions of trust management fall short. We will communicate the value proposition that a trust can bring to your family. Together, we will build that value proposition for you.
We are driven by a compassionate and human-centred approach to legacy planning and specialize in devising a comprehensive trust management strategy that is truly tailored to each family we serve. We understand that there are often many stakeholders involved and that every person’s situation is different. These are challenges that are to be managed and we help ensure that both personalities and trust objectives are working as seamlessly as possible.
Approach
While we focus on small family trusts, we are careful to understand that a trust fund size is relative to each family’s objectives, risk tolerance and wealth goals. We assess each situation frankly and openly while using utmost discretion.
Our offering is to serve clients with a scaled fees schedule tailored to trust size and management efforts, keeping cost recovery and tax efficiencies into the picture. Where needed, we use our network of certified professionals with proven experience in specialized areas of competency.
