Trustee services

We are a specialist provider of trustee services and offer a range of trust structures that can be tailored to suit your clients’ individual needs. These structures include:

How we work with you

We work in partnership with you to provide unbundled, tailored and professional trustee services to your clients to manage their wealth effectively.

For more information on our trust administration services, please contact one of our business development managers on 1800 684 672.

Providing estate and trustee services for more than 130 years.

Meet the Private Client Services Team

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Matt Pearson

Head of Client Engagement – Private Client Services

Sydney office

Paul O'Neill

Senior Manager – Business Development, Trustee Services

Sydney office

Adeline Lim

Special Counsel, Trust & Fiduciary Services

Adelaide office

View all members in our Private Client Services Team. View team