MANAGING THE TRUST ASSETS
Equity Trustees’ experienced in-house team of investment advisers, tax specialists, property managers and lawyers work together to manage your Trust assets.
Our investment philosophy is prudent with long-term growth objectives. We ensure that Trust assets are managed in accordance with beneficiary circumstances, the need for diversification as well as the appropriate level of risk and tax minimisation.
If you would prefer another adviser to manage the assets, we can work with them to support the best outcomes for your Trust.