We ensure quality service delivery and a critical buy-in on the businesses objectives of the Settlor, his aspirations for the beneficiaries and the development of a really personal relationship with the Settlor and beneficiaries.
We provide a personalised service tailored to the needs of individual clients. Quarterly updates are the norm and a monthly general overview of Trust Activities is also usually provided.
We provide a full monthly update of trust activities and status of the Portfolio and to cultivate a personal relationship with the Settlor that will go beyond the official and encourage telephone interactions between monthly reports. We buy in on the business objective of the Settlor, such that we are involved as key participants in the conduct of the business.