insights into advisory, compliance, professional trust and executor administration. Our financial planners are able to assist in managing assets for or on behalf of individuals and families, including estates and trusts.
There should be one appointed independent person on the board of trustees regarding discretionary family trusts and family business trusts. By appointing Victus as your independent trust administrator, we will ensure that the integrity of the trust is upheld, protecting the beneficiaries and its trustees.
Drafting a trust deed and registering such a deed can be a complicated process. At Victus, we pride ourselves on understanding the intricacies of this process, taking into account the transfer of ownership from a donor or founder to a trustee or trustees as well as who controls the trust’s assets.
Whether it be an inter vivos trust (a trust between living persons) or a testamentary trust (created in conjunction with a will), our financial planners will ensure that all participants’ best interests are considered.