Define: Trust & Estate Management

Trust & Estate Management
Trust & Estate Management
Quick Summary of Trust & Estate Management

Trust & Estate Management is a branch of Wealth Management which assists High Net-worth Individuals in their preparation and execution of sophisticated financial plans at the time of their incapacity or death. Estate Planning and Trust Administration are core services provided by trust & estate management firms in addition to creating a will, appointing a power of attorney, tax counsel, and retirement planning. These highly customisable services are provided by Estate Advisors, Estate Tax Counsel, and Trust Officers in order to facilitate the achievement of desired financial goals by their wealthy clients.

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This glossary post was last updated: 28th March, 2024.

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