Family Trust
A Family Trust can accommodate a broader range of assets, including property, businesses, and investments. It can be used to support succession planning, wealth preservation, and the structured transfer of family assets.
Best suited for business owners, professionals, and families with substantial or diverse assets who want a comprehensive approach to wealth preservation and succession planning.
Get StartedBuilt around what actually matters
Hold Diverse Asset Types
Accommodate property, businesses and investments under one structure, not just cash.
Built For Succession
Support succession and wealth-preservation strategies, so your business and assets transition smoothly to the next generation.
Greater Control
Decide how assets are managed and distributed, with rules that reflect exactly what you want for your beneficiaries.
Professional Administration
Trust assets are professionally administered and managed, subject to the applicable trust structure and terms.
How Family Trust works
Establish The Trust
Define the purpose of the trust and determine how you want the assets to benefit your loved ones.
Appoint A Trustee
Select a suitable trustee to manage the trust assets according to the trust deed and applicable requirements.
Fund The Trust
Transfer eligible assets into the trust — property, business interests, investments, or designated future benefits.
Manage & Invest The Assets
The trustee manages the assets in accordance with the trust's objectives and applicable risk considerations.
Distribute Benefits
Beneficiaries receive support according to the rules you established, ensuring funds are used for their intended purpose.
Get your Family Trust quote
Answer a few quick questions and an advisor will follow up with a tailored quote — no obligation.