serving your best interests
as trustee or professional adviser

Being a trustee or a professional adviser can be tough at times.

For trustees, the duties and obligations are onerous.  For professional advisers, there are a lot of things you need to be thinking about and doing.  It’s hard to do it on your own.

Who’s championing your best interests as a trustee or adviser?  

Lindsay Pope helps trustees and professional advisers get set up and stay on track.  Services include:

  1. Trustee & beneficiary best practices to improve performance & lower risk
  2. Future-Proof Partnership Programme to unlock commercial value in professional trust services
  3. Strategies to manage healthy conversations to reset client expectations in professional services
  4. Independent Trustee Health Checks & Private Client Legacy Checks
  5. Private mentoring / training of trustees, beneficiaries & professional advisers

If you need to build capability, awareness and confidence, contact Lindsay for a complimentary initial ‘no obligation’ conversation to discuss your situation!

Lindsay has provided us with a mechanism to proactively meet with clients to discuss their trusts and forward plans.  Our clients have seen real value in the issues raised.  I highly recommend Lindsay’s services.”  

Hugh Bowden, Chartered Accountant, Auckland

 

Recent presentations

Trust Administrator Best Practice 2017 - CCH Learning Webinar (September 2017)

Understanding the New Trusts Act – Institute of Financial Advisers Webinar (June 2017)

Enhancing Trustee & Beneficiary Relationships – CCH Learning Webinar (May 2017)

Optimising Professional Trust Services – CCH Learning Webinar (March 2017)

Estate Planning Observations & Trends - Estate & Taxation Planning Council NZ (March 2017)

The Challenging & Changing World for Trustees – TEO Training Ltd national roadshow (February 2017)

10 Strategies for Trustee Success - Trustworks seminar series (February 2017)

Optimising Professional Trust Services - CCH Learning Webinar (March 2016)

Professional Trustee Due Diligence – CAANZ Trust Special Interest Group (March 2016)

Reducing Trustee Risk Through Good Trust Practice - CCH Learning Webinar (October 2015)

Managing Investment Decisions as a Professional Trustee - CCH Learning Webinar (August 2015)

Optimising Professional Trust Services - CCH Learning Webinar (December 2014)

Estate Management – Society of Trust & Estate Practitioners (STEP) (December 2013)

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