Trustee Services

A More Group professional trustee can provide continued stability, professionalism and investment proficiency. Selecting a professional trustee can be useful in eliminating the bias that could occur from choosing a family member and ensures you avoid conflicts of interest. By not having the administrator and the beneficiary as potentially the same person, you reduce the chances of a conflict of interest.

More Group trust specialists have experience in working alongside clients as professional trustees by providing a high level of technical tax and trust expertise with practical experience of handling the sensitive issues which arise from time to time.

As part of our professional trustee service, we can manage the following:

  • Investment management oversight

  • Periodic distribution of income or principal as outlined in the trust document

  • Preparation of trust tax returns

  • Termination of trust and distribution of trust assets as specified in the trust document

  • Collecting and distributing income from trust assets

  • Safekeeping of assets

  • Invoice payment

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Our Trustee Services

Trust and Trustee Services

Custodian 

Trusteeship

Fund Trustee 

Services

Trust & Foundation Services

Death Benefit

Trust

Managed Trust 

Companies

Bare

Trusts

Family 

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