Family trusts are trusts established by during a person’s lifetime to hold assets – such as cash, financial investments (both liquid and illiquid), real estate, artefacts, precious metals, business interests, life insurance policies and debts – for the benefit of family members (including future generations). Family trusts can protect assets from lawsuits; ensure the orderly distribution of funds to beneficiaries; fund future generations’ requirements; enable professional asset management; and minimise tax impacts. Keypoint Trust, which has offered trust administration services since 2009, has developed an overview of family trusts and answered a number of frequently asked questions. For more details, please download our flyer.

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