Frustrated by property holdings that were purchased by previous trustees of the family trust, K and V were concerned about the rising cost of maintaining the property portfolio and the hassle factor that was beginning to blight their own retirement and relationship.

We helped K and V see that alternatives to investing into property were possible, so as to meet their wishes as trustees in delivering on the objectives of the trust and securing its future.

Through careful consideration of the implications, we placed K and V in an informed position, allowing them to make a decision that would help the family trust reduce costs and return peace of mind.

By gradually selling down properties, the family trust now has a flexible, fluid and diverse investment strategy in place that can accommodate the varying needs of beneficiaries, so that K and V can meet their obligations as trustees.