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Working with Trustees

Our expertise has enabled us to build a strong reputation for investing money on behalf of Trustees.

Laver Wealth’s investment management service involves more than simply putting the financial plans in place, of equal importance is being able to monitor and adapt these over time to meet the objectives of the trustees and the changing needs of the beneficiaries.

Being a trustee comes with a range of specific responsibilities and duties which relate to the servicing, administration and safeguarding of trust assets.

If you have been appointed a trustee, or are considering putting a trust in place, we provide the support, guidance and peace of mind you need to set up a trust, or act as a trustee.

If you are a trustee for a family settlement, or you are a corporate trustee, we provide advice on the suitability and management of investments and help you with your ongoing responsibilities and obligations.

We can offer reviews and reporting to trustees based on pre-agreed requirements.

Our professional partners

Over the years we have developed links with other professionals who adopt a similar ethos to ourselves. We work in tandem with these firms, each of us using our expertise and skill to ensure the client’s objectives are met.

Whether it is help with writing a Will, a Lasting Power of Attorney, or advice with business accounts, we can recommend someone who we trust to help and support you.

Proactive Investment Management