We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
Patrick gives valuable support to the Abacus client services team assisting his colleagues in the preparation of minutes, reports, payments and distributions.
He also helps collate information for due diligence reviews and keeps Abacus’ bespoke in-house client administration system up to date. Patrick will be growing his knowledge in the corporate and trust sector by studying for the Certificate in International Trust Management with the Society of Trust and Estate Practitioners, the global professional association for those who specialise in inheritance and succession planning.
Patrick was awarded a BSc (Hons) in Business Management from Liverpool John Moores University.
Abacus would enjoy hearing your story and your aspirations – we would welcome the opportunity to explain how and why Abacus should share your journey. Please email us at info@abacustrustgroup.com to arrange a call.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
King Charles III and Queen Camilla cast aside a number of traditions and customs at their coronation in favour of putting their blended family at the forefront of the millennium-old ceremony.
The power struggles at the heart of the Roy family in the HBO series, Succession, exposed the competing interests in advancing a family legacy.
With a trust the legal ownership and control of an asset passes from the individual creating the structure (referred to as the settlor) to the trustee.