Free yourself from the care and worry of organising your financial interests:

 Pass on the task of organising your assets

 Coordination across all your activities

 Single permanent contact working towards your goals

 Sounding board to test out new ideas

 High level of skill and expertise

Looking after your assets properly requires a great deal of attention. Naturally, you can turn for support to a whole range of specialists. But making sure they all put together in the way you want still requires much skill and understanding. This is what our family office service sets out to do: to remove the burden of organising your assets.

As part of our total approach, Equity Trust assigns to you a permanent contact – someone happy to talk to you at any time wherever it suits you. Through a series of highly personal meetings, our first task is to get to know your needs and objectives. He or she will then coordinate and organise your interests, calling in other professionals where necessary.

Whether as sounding board, private secretary or steward, your permanent contact gives you the space and freedom to be ‘absent’. This lets you focus your attention on the things that really interest you, confident that your own interests – in the broadest sense – lie in safe hands.

A total concept

The family office is a total service that works across many different fronts and activities. Here are some of the areas it covers:

 Integrating and coordinating the management of all your assets

 Investment monitoring

 Looking after your interests in those companies where you have assets invested

 Cash management

 Pooling bank credit balances and investing the surplus to earn interest, based on liquidity

   forecasts

 Property services

 Maintaining and letting property, either for investment or for your own use

 Tax and legal services

 Expediting current or planned procedures, in consultation with your own experts and advisors,

   as appropriate

 Estate planning

 Undertaking private trust work aimed at transferring assets to future generations or charitable

   concerns

 Insurance: checking the adequacy and value for money of your risk cover

 Administration: organising general administrative tasks such as invoicing, compiling

 Annual accounts and convening meetings

 Convenience services: contracting out day-to-day matters such as housing, safety, travel and

   training etc

 Leisure and entertainment

 Your permanent contact will coordinate all these activities to help you achieve your goals

   more effectively, while providing written reports to keep you abreast of your overall situation.

Equity Trust takes the strain out of organising your assets. More than that, your contact becomes a valued discussion partner for sounding out new plans and ideas.