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Protect your family´s inheritance with a family asset planning trust

Family asset trusts are the key to providing certainty to your family´s inheritance, as they serve as a bridge between the present and the future of your loved ones.

This service allows you to transfer the ownership of your assets, which may include properties and investments, to a trusted trustee who will manage your assets according to your wishes for an effective succession and avoid any family conflicts.

Unlike a will, this planning service allows you to establish rules for the trustee to follow after your passing.

Discover the benefits of a
family asset planning trust

Effective family asset planning

Prevention of family conflicts after death

Fulfillment of your wishes

Administrative and operational efficiency

Orderly succession of assets to beneficiaries

With Monex's family asset planning fiduciary services,
your inheritance is in the hands of professional experts.

Learn about the features that make this a one- of- a- kind trust

  • Assets are held in the name of the trust.
  • Multiple individuals can contribute assets and rights into the same trust.
  • Assets can be given to the beneficiaries (trustees) according to the trustor's wishes.
  • The scheme is modifiable and becomes irrevocable upon the trustor's death.

Reach out to one of our consultants
for more information.