Inter Vivos Trusts

Tailored solutions for living trusts to manage and protect your assets during your lifetime and beyond.

What is these Trusts?

These are legal entities created during the founder’s lifetime to hold assets for the benefit of the beneficiaries. The founder can amend or revoke the trust during their lifetime and typically serve as the trustee managing the assets. Upon the founder’s death, the trust becomes irrevocable, and the assets are distributed according to the terms of the trust deed.

Administration

1. Professional trust administration and experienced trustees.
   1. Risk management
   2. Trust governance and compliance with legislation
   3. Attending and managing trustee meetings, drafting agendas, and taking minutes.
   4. Drafting of legal documentation, e.g. loan agreements, resolutions, etc.
2. A dedicated full-time specialist trust administrator.
3. We are leveraging technology to provide 24-hour access to a trustee/administrator.
4. Short turnaround periods on requests and payments (same-day to 48-hour timelines).
5. Audited annual financial statements
6. Financial statements: ad-hoc, monthly, quarterly and yearly basis.

Financial and Investment Management

1. Annual financial reviews by a dedicated financial advisor or fiduciary specialist are done on each trust to ensure customized investment solutions.
2. Independent, reputable investment managers, fund managers and financial advisors are appointed.
3. Tailor-made financial solutions suitable for the unique needs of each beneficiary to prevent untimely depletion of trust funds.

Fees