Professional Advisers and Firms

Professional trust service review

Improve client and commercial value, lower professional risk

Undertake a confidential strategic review to identify ways to optimise your professional trust service. Get strategic advice and recommendations on ways to improve client and commercial value and reduce risk. Recent projects have incorporated in-house workshops, training and skill development, implementation support (including good practice guides, tools, templates and checklists)

Improve your value at the trustee table

Professional trustees are held to a higher standard of care. Get dedicated guidance on improving your value at the trustee table.

Good practice guide

Professional Trust Service Good Practice Guide

• Roles & responsibilities

• On-boarding, governing and exiting trusts

• Professional trustee practice and process standards

• Policy (fees, terms of engagement, risk management, etc)

• Tools, templates and checklists