Personal Trust
Milele Trust Fund will provide a measure of comfort knowing that you have a plan in place to help provide for the safe and accountable management of family assets and to direct their use in accordance with your wishes, goals and objectives.
Assets that can be held in a Trust
- Term deposits and bank accounts.
- Stocks and shares.
- Insurance policies.
- Property.
- Mutual funds or unit trust investments.
- Private company shares.
- Retirement benefits.
Freedom
Freedom to continue managing your assets or to devote time to other priorities.
Safety Net
In the event you are incapacitated, Milele Trust will help ensure that your needs are met
Security
Upon your death, your assets are managed and distributed by ITSL in accordance with your instructions
Protecting the interest of loved ones
We all look towards providing a future for ourselves and our loved ones.
Preserve Assets/wealth
Handing down of wealth across generations has remained a key element in enhancement of financial futures
Gaining control of asset/wealth
As we maintain continuity and growth of assets, it is important to think about how we manage and control it in our absence
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