Our people are drawn from diverse backgrounds including family offices, trust companies and tax advisory practices. They are members of the Society of Trust & Estate Practitioners, the Chartered Institute of Taxation (our professional regulator) and the Institute of Chartered Accountants in England & Wales; meaning we are uniquely versed in all aspects of managing trusts. Unlike other service providers, we are more than just administrators, we are there to guide you every step of the way.
We believe in building partnerships with our clients and their professional advisors. As experienced trustees we believe that structuring should only be viewed as one element of a client’s wider affairs. Our people have extensive experience of working with ultra-high-net worth individuals, families and professional advisors and as such we have proven expertise in the delivery of bespoke solutions which both protect and enhance assets for today and into the future.