SERVICES
administering a trust
I’d like to discuss my options.
Trusts are one of the most flexible and tax-effective vehicles to help protect your assets when planning your estate and securing your family’s financial future. Cornerstone’s fiduciary experts provide professional trust services designed around your personal circumstances, estate planning goals and long-term legacy needs.
Our trust services include guidance on drafting and registering trusts, selecting the right trust structure, and ensuring that your trust is set up correctly from the start. This can include helping you establish inter vivos, or family trusts; special trusts for minors or beneficiaries with a disability; and charitable trusts for philanthropic purposes.
With our tailored trust services, you can make informed decisions about asset protection, succession planning, and the responsible management of wealth for future generations.
Trusts can be customised depending on your needs, and can be set up for a variety of purposes, including:
Protection and preservation of assets such as property, artwork and other investments or business interests for the next generation.
Charitable purposes or other special causes.
Holding cash and investments that can pay an income to minors, such as a house or other rental property.
Beneficiaries for schooling or university.
Maintenance commitments in a divorce settlement.
A disabled dependent or an aged parent who may rely on you for financial support, but who may be unable to manage money or assets on their own.
