Private Family Trust
Have you decided how your family wealth should be managed?
A Private Family Trust is a legal arrangement through which assets are placed under the control of trustees to be managed and applied for the benefit of specified family members in accordance with the terms of the Trust Deed.
Key Benefits
Long-Term Wealth Management
Provides a structured framework for managing family assets over the long term.
Structured Succession
Allows you to plan how assets are to be managed and passed on across generations.
Family-Centred Governance
Establishes clear rules for how the Trust and its assets are to be administered.
Defined Beneficiaries
Clearly identifies the family members or classes of family members who are intended to benefit.
Trustee-Based Management
Places the management of Trust assets with appointed trustees in accordance with the Trust Deed.
Protection for Future Generations
Provides continued asset management beyond the Settlor for younger and future generations.
Long-Term Wealth Management
Provides a structured framework for managing family assets over the long term.
Structured Succession
Allows you to plan how assets are to be managed and passed on across generations.
Family-Centred Governance
Establishes clear rules for how the Trust and its assets are to be administered.
Defined Beneficiaries
Clearly identifies the family members or classes of family members who are intended to benefit.
Trustee-Based Management
Places the management of Trust assets with appointed trustees in accordance with the Trust Deed.
Protection for Future Generations
Provides continued asset management beyond the Settlor for younger and future generations.
Our Process
Comprehensive legal assessment, Trust deed drafting, stamp duty guidance, and implementation support.
Take the First Step Towards
Securing Your Family's Future.
Find your legacy or speak to our Will drafting experts today.