Trust Company
SECURING YOUR FUTURE
PROTECTING YOUR LEGACY
A trust is a versatile legal tool that allows you to manage and protect your assets by transferring ownership to a trustee. The trustee, whether an individual or a professional entity, manages the assets according to your specific instructions for the benefit of your chosen beneficiaries, such as family members or charitable organizations.
Trusts offer significant control over how and when your assets are distributed, ensuring your wealth aligns with your long-term goals. Whether you're securing your family's financial future, preserving a family business, or supporting a cause, a trust provides a structured way to achieve these objectives.
A trust is an essential tool for safeguarding your legacy and providing for future generations.
Types of Trusts
Trust Administration
The trust company acts as the trustee, managing and administering the assets placed in the trust according to the terms set out by the settlor. This includes investment management, asset distribution, and record-keeping.
Estate Planning and Management
Trust companies assist in creating comprehensive estate plans, ensuring that assets are transferred smoothly and in line with the client’s wishes. Also serve as executors of estates, handling the probate process and the distribution of assets to heirs.
Wealth Management
Trust companies often provide wealth management services, including investment advice, financial planning, and tax strategies, to grow and protect clients' assets.
Custodial Services
They can also act as custodians, safeguarding financial assets such as securities, real estate, and personal property.
Benefits of Trust Company
Asset Protection
Trusts can protect assets from creditors, legal disputes, and family disputes.
Tax Efficiency
Certain types of trusts can provide tax advantages, such as reducing estate or inheritance taxes.
Estate Planning
Allowing for controlled distribution of assets after the settlor's death.
Privacy
Offer more privacy than a will, as they do not go through probate, which is a public process.
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Understanding Your Needs: We begin by meeting with you to understand your goals, whether it's asset protection, estate planning, or charitable giving. Our experts will listen to your specific requirements and provide insights into how a trust can meet your needs.
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Evaluation: We assess your current financial situation, including assets, liabilities, and any existing legal arrangements, to ensure that the trust structure aligns with your broader financial goals.
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• Tailored Trust Structure: Based on our consultation, we design a customized trust structure that meets your objectives. This may include selecting the appropriate type of trust and defining the roles of trustees and beneficiaries.
• Legal Documentation: Our legal team drafts the trust deed, outlining the terms and conditions under which the trust will operate. We ensure that the document is thorough, legally sound, and tailored to your specific instructions.• Funding the Trust: We guide you through the process of transferring assets into the trust. This includes real estate, investments, cash, or other valuable assets. Our team handles all the paperwork and coordination required to ensure a smooth and efficient transfer.
• Valuation and Record-Keeping: We assist in valuing the assets being transferred and ensure that detailed records are maintained for transparency and future reference.-
Ongoing Management: Once the trust is established, we take on the day-to-day management of the trust assets. This includes investment management, tax reporting, and compliance with all legal requirements.
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Regular Reviews: We conduct regular reviews of the trust’s performance and meet with you to ensure that it continues to meet your goals. Adjustments can be made as needed to adapt to changing circumstances.
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Executing Your Wishes: We manage the distribution of trust assets to beneficiaries according to the terms set out in the trust deed. This ensures that your assets are distributed as you intended, whether during your lifetime or after.
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Ongoing Support: We continue to provide support to your beneficiaries, offering guidance on financial matters and ensuring that the trust operates smoothly over time.
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HOW UNIQUE PRIME WILL WORK WITH YOU?
Contact
Unique Prime
Please kindly tell us your requirements, objectives of wealth management. We will get back to you within 24 hours by Email
Who we serve?
Individuals and Families with Complex Financial Needs
High Net-Worth Individuals
Entrepreneurs and Business Owners
Philanthropists