An enduring partnership
Independent trusteeship that goes beyond asset protection
Why we’re different
We are independent trustees and guardians who walk alongside you and your family as a loyal and enduring partner.
By taking care to get to know your family we can share in your hopes, dreams and aspirations.
Whether you need a firewall to protect your assets, creditor protection or estate planning and management for future generations, our reliable guidance steers your wealth to equitable and rewarding outcomes.
These outcomes are possible because of our independence and ability to cut through emotionally-driven judgements that may arise through family-managed assets.
We find order and calm through turbulence, giving you peace of mind and the assurance that your wealth is protected, nurtured and available for your family now and in the future.
How we operate
Understanding you
We take time and genuinely care to get to know you. This begins at our initial consultation, where we like to meet at your place so we can sit down and learn more about you and your family.
Simplifying the complex
We thrive on a challenge and see through the fog to identify minefields ahead. When it comes to interpersonal relationships, we are skilled at working through tension to reach fair and equitable outcomes that create calm out of chaos.
Ongoing support
We are not going anywhere. We are with you and your family for the long haul. Our team has been built with the future in mind so, when your next generation is ready to take over the reins, we will be too.
Care to learn more? We do.
Connect with a complimentary online meeting