Scenario
A trust the family cannot see into
The trust reports on its own, in a format nobody at home reads.
- The situation
- A family trust holds part of the family's assets, but its reporting arrives separately from everything else. The beneficiaries do not know who administers it or how decisions about it are made.
- What we would do
- We bring the trust into the same plan, reporting and team as the rest of the family, with trustee and administration support provided through licensed partners named in the family's engagement letter.
- Where it leaves the family
- The trust sits in the family's consolidated view, and the family knows who looks after it.