Personal Client Services

Estate Planning

Case Study

At The Trust Company, we understand that everyone is unique.

There is no one solution that fits every individual or every family. Come and talk to us and we will take the time to understand your situation, and to learn what you need. We can then use our expertise to map out a comprehensive solution that works for you.

Meet Robert, 71

 

“My wife and I are both advancing in years and I was concerned about the future of my family. I’ve spent all my life working and saving for them, but I didn’t know who to trust to make sure my wealth is passed on to my children and grandchildren.

“My two youngest sons are married with children. However my eldest, Simon, is currently going through a messy divorce, and I don’t know what the future holds. I want to make sure my grandchildren are provided for. I went to see The Trust Company and an adviser listened to my concerns and drew up a plan to help. They set up trust structures to ensure that all my current and future grandchildren are provided for, and that my legacy lives on through the charities I’ve supported for many years.”

We tailor our solutions to you as an individual, so come and talk to us about your needs.

Contact us

To find out more about our services call 1800 622 812 or email