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TRUST MANAGEMENT
What can Graaffs Trust offer you in respect of their Trust Service?
- Establishment of both testamentary and Inter-vivos trusts.
- Acceptance of fiduciary responsibility either as trustee or co-trustee.
- Management of the trust’s assets through prudent investment decisions.
- Management of the beneficiary’s income requirements through a variety of low risk income generating investment products such as gilts, participation mortgage bonds and money market accounts.
- Money market interest rates on all trust account balances.
- Quarterly cash and asset statements.
- Monthly or quarterly income payments.
- Annual financial statements.
- Annual and provisional tax returns.
But most importantly, a close personal and caring private client relationship.
Please CONTACT one of our staff members for more information.
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