Trust & Estate Planning

Making money is one thing; holding on to it is quite another

In the wild, lions put in all the thought and action to capture their prey (Think + Do), only for the hyenas to start circling, ready to snatch a meal at the first opportunity. You spend a lifetime working hard to grow wealth and build assets, don’t let it get snatched away—it only takes a moment.

Trusts and estate planning are strategies for protecting your wealth, managing your assets, and ensuring your wishes are followed after your incapacity or death. Protect your wealth and secure your family’s future through a Trust.

Greenlion can assist with establishing your Trust, act as a professional trustee, and handle compliance and estate planning. With many years’ experience, we ensure seamless asset protection, tax management, and holistic collaboration with other advisors on your team.

Safeguard your hard-earned achievements today and care for your loved ones.

Greenlion can help you with:

  • Trust Formations
  • Independent Trusteeship
  • Reviewing Existing Trusts
  • Trust-Related Documents, such as:
  • Loan Agreements
  • Acknowledgements of Debt
  • Gifting
  • Trustee Resolutions
  • Corporate Resolutions
  • Annual Trustee Meetings

Greenlion can also help you with Estate Planning documents being:

  • Wills
  • Memoranda of Wishes
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