Trustee Services
Choosing a trustee should be a thoughtful decision.
It’s not prudent to automatically choose your oldest child or brother for that role.
This is a very serious role that requires work and a working knowledge of trust, tax and estate laws. Choosing to name a Napier partner as your trustee may work better for your family. It may help to maintain or improve family harmony when tough decisions need to be made.
Before we accept this role, we will deeply understand your:
- Financial situation today and help anticipate the future
- Your deepest wishes for future stewards of family wealth
- Your heirs, their families and their aspirations
On a regular basis we will:
- Conduct pro-active tax planning
- Review the trusts for their appropriateness given changing facts, circumstances and laws
- Make recommendations for change as we see fit
- Always leave a way for you to change trustees to suit your needs
Case Studies
The Napier approach is holistic and designed to suit each unique client situation.
Our Services
Providing tailored financial solutions to support your goals and enhance your financial future.
