Meet The Team
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
Isla plays an important role in supporting the Abacus client services team by contributing to the personal, proactive, and bespoke service we deliver to our clients.
She assists her colleagues with the preparation of minutes, reports, payments, and distributions, all of which require meticulous attention to detail.
In addition, Isla ensures that Abacus' bespoke in-house client administration system remains accurate and up to date, and carries out a variety of administrative tasks to support her colleagues and contribute to the smooth operation of the team.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
A private trust company (PTC) is a bespoke wealth planning vehicle that provides a settlor and their family with greater control over the administration and governance of a trust.
When Yvon Chouinard, founder of Patagonia, restructured the company to a purpose trust in 2022, it shone a light on this form of corporate ownership.
In their latest briefing note the Abacus client services team looks at various scenarios, solutions and outcomes of a Discretionary trust.
