Trustees & Beneficiaries

Trust Reviews

Trustee Health Check

  • Independent high-level health check of trustee governance & practice

  • identify ways to improve trustee performance & reduce potential for risk

  • Confidential briefing to agree priorities & draft forward plan

Training & Development

Trustee Fundamentals

  • Core principles & practices of trusteeship

Trustee Masterclass

  • For experienced trust practitioners

Beneficiary Training

  • Beneficiary roles & responsibilities

Practical Trusteeship:

  • Trustee & Trust Administrator best practice

  • Managing trustee decisions

  • Strengthening trustee & beneficiary relationships

  • Drafting Trust Creator (Settlor) wishes

Advisory Trustee

For private clients & families of substance

Expert Witness

Expert witness services for trust & estate governance and practice