Use Trusts to…
Keep wealth within your client’s family
Protect against social impacts
Save tax payments in the future

Direct and Protect your Client’s Wealth

Most of your clients want to leave their wealth to their children, grandchildren and great-grandchildren.

Putting your client’s assets into Trust

  • Keeps more of their wealth within their family bloodline
  • Protects it from social impacts, such as divorce, remarriage and creditors
  • Removes the assets from the beneficiary’s estate

Keep it in the Bloodline

When beneficiaries receive cash, property or other assets directly, or absolutely, these gifts form part of the beneficiary’s estate and can be exposed to third party risks. Use Solidus Trust Solutions to keep your client’s wealth within their family bloodline.

To find out more, sign up to our no fee Trust Solutions Workshop.