Admin

Individual Trusts

... Our Administration services

Opening and management of trust bank accounts

Working together with independent trustees.

Monthly management of trusts together with the trustees

Ensuring that all financial needs are seen to together with trustees and case managers

Management of cash flow reports and longevity planning of the money

Monthly Trustee and related party meetings in respect of all trust matters

Individual direct bookkeeping services

Monthly Trustee and related party meetings in respect of all trust matters

Monthly Trust

Ensuring management & allocations of the funds

Large network of suppliers & maintenance contracts to ensure the best possible rate on items / services required for the trusts

Day to day interaction with any and all relevant parties including trustees, case mangers attorney’s and auditors

”Live” Reporting

It's not the days in your life, but the life in your days that count.