TRUSTEES
Our Estate Planning Tools:
Living Trust:
The Trust takes effect during the Lifetime of the Settlor. This type of trust often is used by individuals with large estates to reduce
estate taxes and avoid probate.
Blind Trust:
This Trust It is usually used especially to avoid conict of interest. In effect , the settlor gives up the right to information regarding
the status of the asset.
Family Trust:
We offer Family Trust which has been developed to oversee family investment management, tax planning, succession,
insurance, philanthropy and a myriad of other needs particular to the family. This protects liquidity, cashow and ensures
longevity of wealth for generations to come.
Wills and Executorship:
The client's wishes & desires as reected in a Will are protected and executed efciently after his or her death after processing a
Grant of Probate
Letters of Administration:
In the event that a person dies intestate, i.e. without a Will, we as Trustees assist to apply for Letters of Administration (LA) in order
to be able to administer the affairs of the Estate.
Custodial Services:
We offer custodial services to individual and corporate clients. We act as Custodians of important legal/title documents, share
certicates and other valued articles belonging to our clients. Benets includes safe keeping of assets as well as adherence to
client's wishes as stipulated in the Custody Agreement
Dollar-Denominated Trust:
Our Dollar Denominated Trust is a variant of our Private Trust products that cater to all Trust and Investment in US Dollars.
Endowment / Foundations:
An arrangement/organization designed to accumulate, preserve, manage, and utilize wealth over time for public/charitable
purposes over a lengthy period of time or even in perpetuity.
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