Proper trust structures offer clarity, control, and compliance.
We help you design and manage trusts that preserve family wealth, manage tax exposure,
and align with legal requirements.
Properly structured trusts are essential tools in any long-term wealth protection strategy. At Carrick Consult, we believe that the right trust can provide clarity for beneficiaries, control for founders, and compliance within ever-evolving legal frameworks. Trusts are not simply legal structures—they are instruments of intent, legacy, and intergenerational stability.
Whether you are planning for your family, protecting specific assets, or advancing a philanthropic mission, we help you implement tailored trust solutions that deliver long-term value. Our goal is to ensure that your trust not only protects your wealth but does so with purpose, transparency, and foresight.
Our Comprehensive Trust Services Include:
Independent
Professional Trusteeship
Appointing Carrick Consult as an independent professional trustee ensures that your trust is managed with impartiality, integrity, and deep fiduciary expertise. We act as stewards of your legacy—maintaining compliance, managing trustee duties, and protecting the interests of beneficiaries while avoiding potential conflicts that may arise with family trustees.
Trust
Administration
Trusts require consistent oversight and diligent administration to remain effective and compliant. We handle day-to-day trust operations, including maintaining trust records, drafting resolutions, managing distributions, coordinating with accountants and legal advisors, and ensuring all fiduciary obligations are met.
Trust Audit &
Compliance Review
Over time, trust structures can become outdated or non-compliant due to changes in tax law, estate planning goals, or family circumstances. We conduct thorough trust audits to identify gaps or inefficiencies, recommend adjustments, and help ensure that your trust is operating as intended and in line with current regulations.
Formation & Registration
of New Trusts
Whether you’re looking to establish a family trust, special-purpose trust, or charitable trust, we guide you through the full formation and registration process. We ensure that the structure is aligned with your estate planning strategy, legally compliant, and well-positioned for long-term success.
Charitable
Trusts
For clients with a vision for giving back, we help design and register charitable trusts aligned with your philanthropic values. We also assist with ongoing governance, disbursements, and compliance reporting to keep your charitable mission on track and legally sound.
Your Legacy, Our Expertise
The Trust Silo at Carrick Consult exists to ensure that your intentions are not only documented—but executed, preserved, and protected. With decades of fiduciary insight and a commitment to excellence, we work with you to build trust structures that support your life goals and secure your family’s future.
Connect with our Team of
Fiduciary Specialists
Our team of specialists look forward to offering you expert advice and unrivalled experience.