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At Black + White Trust Services we recognise building and managing wealth can be a complicated business. Individuals are often confronted with financial concepts and overloaded with vast amounts of information and differing opinions. This can make it difficult for people to plan for their own and their family’s financial futures. For this reason, we recommend clients use financial advisers skilled in the art of financial planning, strategy selection and investment election.
We know wealth is usually built over many years. For clients it can take a lifetime to bring their financial vision to fruition. It can take but one event however to decimate it.
To protect wealth created and to pass financial futures built onto loved ones, clients frequently establish trusts.
As a successful financial planner you’re likely to have many clients that hold their financial investments in trusts. Trusts can fail however if they are not administered and managed correctly. That’s where Black + White Trust Services comes in.
Our business is assisting clients to administer and manage their trusts, so they operate as they were intended.
We are advocates of specialisation. We know the best advisers to develop investment plans and herald clients through financial planning decisions are financial planners. We also know we are best placed to use our knowledge, systems, and processes to ensure a client’s trust is administered and managed optimally so it does the job it was established to do – protect assets and act as an inheritance transfer vehicle.
We believe in professional advisers working holistically together. In our view, this leads to achieving the best outcomes for clients. Adopting this approach, to use our expertise and experience to assist clients with their trust affairs whilst reaffirming your relationship as financial adviser.
Succinctly, Black + White Trust Services aims to protect the wealth you build for your clients through the administration and management services it offers.
Trust Management + Administration
Trust Management + Administration
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