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We recognise that we all have different areas of expertise that we specialise in. Our goal is to provide clients with the right solutions to their needs. This is done either within their existing relationships or, if none exists, by referral to our trusted partners. Integrity Trust also offers the opportunity
to other professionals to partner
together to add value to client
relationships. Our seminars and
discussion groups are an ideal
way to offer your clients the
opportunity to learn more about
the topical issue of trusts. |
| Lawyers |
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| Many lawyers we speak to are reluctantly acting as co-trustee for their clients as there have been limited options available to them. As we all know, acting as a silent trustee or not having robust trust management has the potential to create significant risks. With the arrival of Integrity Trust the option to maintain the client relationship without fear of 'poaching' now exists. In fact, we regularly find referral opportunities for our partner firms. |
| Accountants |
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| In recent years as the number of clients with trusts increases, some accountants have had to become increasingly involved in trust management. As with any other trustee, this has created unnecessary and often unwanted risk for the firm. Because Integrity Trust specialises in trust management and not accountancy, we can ensure your valuable client relationships are protected and enhanced. |
| Mortgage & Finance Brokers |
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| When the trustees of a trust are arranging finance there are administrative requirements that need attending to. All too often these requirements are overlooked. By partnering with Integrity Trust you can add value to your clients by helping them ensure their trust management is maintained as it should be. |
| Financial Planners & Insurance Advisors |
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| Investing and protecting trust assets are vital duties for trustees. At Integrity Trust we strongly advise trustees to regularly review and update their investment strategy and insurances; in fact they are essential parts of our trust review process. |
| Business Consultants & Coaches |
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| Any business owner should have at least considered the value of a trust within their structure. By partnering with Integrity Trust, consultants and coaches can add significant value to their business clients. |
REMEMBER, ASK US ABOUT OUR SEMINARS AND DISCUSSION GROUPS |