Safeguarding assets with fiduciary excellence and institutional-grade oversight.
It is an arrangement by an individual for the management of assets in the event the individual is incapable or deceased. There are various modes of estate planning, such as wills, Life insurance, inter vivos gifts, and trusts.
This specialized tool secures a beneficiary’s education, ensuring high-quality schooling regardless of future uncertainties. It protects academic pursuits from instability, providing long-term peace of mind.
A versatile arrangement funding a beneficiary’s well-being. Settlors define “welfare” broadly to cover essential needs like health, feeding, clothing, shelter, and any specific educational requirements.
Focused on long-term growth, this trust provides a structured path for building wealth. Settlors commit specific sums for strategic investment and dedicated wealth creation.
This arrangement empowers a trustee to hold and invest a settlor’s savings until a specific financial milestone or benchmark is successfully attained and then reached.
Designed to supplement Retirement Savings Accounts, this trust helps individuals near retirement maintain current living standards by addressing gaps in their existing retirement fund balances.
A collective vehicle pooling resources from groups like alumni to fund private developmental projects within public institutions, creating lasting and positive impact on local communities.
Crafted for individuals living outside Nigeria, this trust provides welfare for loved ones back home and serves as a reliable mechanism for managing local projects.
Established during a settlor’s lifetime, this arrangement involves transferring assets to a trustee for management, unlike a Will, which only activates after the person’s death.
A legal document expressing an individual’s final wishes regarding the administration and distribution of their entire estate and assets to beneficiaries after their eventual death
Combined Trustees transactions
Speak with our advisory team to explore how this service aligns with your goals.