The following services are offered to our managed share portfolio clients:
- Drafting of Deeds of Trust
- Preparation of annual financial statements
- Trust administration
- Professional trusteeship
- Income tax compliance for individuals, trusts and companies
- Estate planning and will drafting
- Administration of deceased estates
The services offer our clients the convenience of having many aspects of their financial affairs managed in Private Clients and ensures a seamless, cost effective and efficient result.
Fees charged for the services are market-related and not time based.