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LOCAL: +61 (0) 412 366 570

Helping families and trustees build and protect wealth for beneficiaries

Advice and Guidance for your Family and your Family Office

Managing your estate using Stewards Wealth Governance systems and processes

For your partner spuse and family's sake

Our estate planning and administration services are designed to ensure the seamless management of your affairs in the event of your ill health or death.

Each of us are faced with two dilemas in relation to our estates namely:

- Who and how will your affairs be managed if

  you lose the the ability to manage them

  yourself; and

- Who and how do you want to distrbute and

  manage your estate when you die.

We can help your through the mase of issues that need to be considered to help put process around these challenges AND we will work with your lawyer when they design and draft your estate documents.

Educating beneficiaries

By improving the financial literacy of existing and prospective beneficiaries, the likelihood that a trust will achieve its long terms aims are greatly improved.

Stewards FMG can educate beneficiaries in order to help them better understand and appreciate the aims of the trust.  

Stewards can utilise the same Wealth Governance process used to manager your wealth when you were alive to manage your estate in the event of ill health or death.

Mentoring beneficiaries

Stewards FMG can also mentor select  beneficiaries of a trust in order to help them better understand, manage and in some cases cope with the wealth that has been put aside for their benefit.   

Beneficiary Education