- To provide greater continuity for clients by moving the roles of estate administrator, trustee etc. from individuals to a company;
- To offer a more comprehensive fiduciary/ financial services solution to all clients (e.g. to include broader estate planning);
- To add much needed related services such as high level tax planning;
- To leverage off each other’s skills and experience and to use this for the benefit of all our clients;
- To achieve greater critical mass, and to use this enlarged presence to market more widely and introduce required administrative and support services.