Professional Advisers & Firms

Future-Proof Program

Momentum to improve the commercial & client value of your professional trust service

  • Confidential review of existing trust systems, practices, revenue and resourcing

  • Provide recommendations to improve commercial & client value or reduce risk

  • Workshops:

    • Positioning Your Trust Services

    • Trusteeship 2020

    • Purposeful Conversations

  • Implementation support

  • Good practice guides, tools & templates

  • Professional Trustee mentoring

Trustee Mentoring

6-month program to improve professional trustee performance

Training & Development

1/2 Day Workshops

  • Purposeful Planning for Private Clients

  • Professional Trusteeship as a 2nd Area of Expertise

  • Optimise Your Professional Trust Service

Good Practice Guides

Trust Service Policy & Procedure Guides

  • Professional Trustee & Trust Administrator - roles & responsibilities

  • On-boarding, governing & exiting trusts

  • Trustee practice & process

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

Trustee Help Desk

Guidance & support for practically managing the ongoing challenges of trusteeship