Professional Advisers and Firms

Improve confidence and commercial value, lower professional risk

Reset your professional trust service

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

Professional trustee mentoring, training and development

Many professional trustees have never been trained. When professional trustees get held to a higher standard of care, you want to be on top of your trustee game. Improve your trustee performance.

Know what you stand for

Good trustee practices, standards and policies

Lindsay has authored several Professional Trust Service Good Practice Guides for professional firms including guidance on:

• Roles & responsibilities

• On-boarding, governing and exiting trusts

• Standards for professional trustee good practice

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

• Improving value and resetting expectations in existing trusts

• Tools, templates and checklists