Preserve and transfer your wealth

Trusts

Perpetual Private Clients has long been recognised for our fiduciary responsibilities as advisers, executors and trustees.  We can help set in place the right estate structures and documentation to ensure your wishes are clearly understood now and in the future.

Estate planning and Will preparation are an essential part of our advice and services. We look after your individual needs in providing for loved ones after you’re gone. Ultimately your individual needs influence how we safeguard and support your security. With the properly prepared document – whether a Will or Trust – you can provide for those you care about year after year, generation after generation.

When the time comes to carry out your estate plans - either your own or on behalf of someone else – we offer complete and diligent executorial services. Passing these sometimes daunting, complex duties on to Perpetual relieves executors of personal risk and obligations.

To help you achieve your vision, our Trust services offer a range of options to create a legacy for family members or organisations. Our Trust investment philosophy articulates our 12 commitments to sound trust management to ensure your wealth is secure and your wishes are followed. 

Please review our specialised services here then make an appointment to speak to one of our financial advisers. For more information on our tailored wealth management services beyond estates and trusts, visit Perpetual Private Clients.