Trustees, Attorneys & Court Appointed Deputies
Managing money on behalf of others
Managing and controlling money on behalf of other people represents a huge responsibility for Trustees, Attorneys and Court Appointed Deputies. It also carries personal risk.
How do you control the investment risk? How do you meet beneficiary income objectives tax efficiently? How do you monitor and make changes to investments as required? How do you ensure income paid to beneficiaries is sustainable and cash flowed? And so it goes on… The risk of getting it wrong is significant.
Many professional as well as lay, Trustees, Attorneys and Deputies come to us because they want their solutions to live up to potential scrutiny from wherever it may come. They don’t have a coherent strategy or evidence to ensure the money they are looking after on behalf of others meets the requirements of the beneficiaries and are unsure if their plans meet their personal legal and moral obligations. They require new direction or a second opinion. Does this sound familiar?