serving your best interests
in the trustee role

Being a trustee can be tough at times.  The duties and obligations can be onerous.  If you’re a trustee (or have been asked to become one), Lindsay Pope will make sure you’re properly set up and on track.

Who’s championing your best interests as trustee?  

Lindsay speaks, authors and mentors on good trustee and beneficiary practices.  He consults to professional trustees on:

  1. Positioning commercial trust services
  2. Unlocking commercial value & lowering professional risk
  3. Improving performance in the trustee role
  4. Resetting the terms of engagement with clients
  5. Independent trust reviews & ‘sense checks’
  6. Training beneficiaries, trustees & trust practitioners
  7. Optimising private client relationships 

If you’re seeking a process based approach to build trustee capability, awareness and confidence, contact Lindsay now!

 

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, Bowden Williams and Associates, Chartered Accountants, 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)

 

CLICK HERE to ask Lindsay a question

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