Our trustee service is designed for the professional trustee and provides many of the benefits of the advisory service but across the trustee’s entire client base. The trustee service comprises the same elements as the investment advisory service (i.e. initial review, monitoring and control, and ongoing review of strategy etc.) but is delivered on a pro forma basis. It is, nevertheless, fully flexible and can incorporate enhanced services for individual structures where, for reasons of size or complexity, a more focused approach is appropriate.
Fees for the trustee service are a function of both the number and the size of client structures and the level of detail required.