Our private clients value the attention, time and expertise we give them as we meet their day-to-day operational and administrative needs.
We provide the Abacus Trust Group’s full suite of services to individuals, entrepreneurs and their families as well as assisting with a wide range of specific and on-going projects.
The focus may be on wealth management and investment performance or protecting capital and succession planning, while for others the priority is business activities or their daily operational and administrative needs.
As an independent provider of professional, fiduciary and administrative services we are used to acting for financially sophisticated individuals who require timely responses, clear communication and technical oversight.
We act in the sole interest of the person we represent and in many cases our relationship has evolved as we work alongside successive generations.
