Trusts continue to enable families to:
- Enjoy the benefits of their wealth without being burdened by the many issues of ownership
- Manage and preserve family businesses and other assets through many generations
- Set aside wealth to meet the philanthropic objectives of the family members
- Make efficient plans to meet or reduce tax liabilities
- Care for people who are incapacitated or otherwise unable to look after themselves or their financial affairs.
Trust Management and Family Office Services
Taking responsibility for the administration of properly designed trusts and other integrated holding structures such as Private Trust Companies (PTCs), Peninsula offers a full range of services including:
- Undertaking, or overseeing, the administration of trusts and other fiduciary structures in accordance with the terms of the trust instruments, and best practice
- Regularly monitoring the performance of chosen professionals to safeguard all trust assets
- Helping family appointed executors with all aspects of estate administration of the affairs of the deceased family member