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.
Kimberley Neale is an experienced Senior Trust & Company Administrator, specialising in the management of structures for high-net worth individuals and their families. Her portfolio includes trusts, high-value residential and commercial property holding companies, and investment vehicles, all requiring meticulous attention to detail.
Recognised for her discretion and efficiency, Kimberley is committed to delivering a first-class service that meets the high standards our clients expect. She plays an integral role in all aspects of day-to-day administration, including liaising with intermediaries and participating in client meetings. She is instrumental in maintaining long-term, trusted relationships.
With a thorough understanding of fiduciary responsibility and regulatory requirements, Kimberley is known for her calm, client-focused manner and her ability to navigate complex matters with precision and professionalism.
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
An exempt scheme is a type of investment fund that appeals to sponsors and investors seeking flexibility without unnecessary regulatory restrictions.
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.
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