Trusts and Organisations
Family Trust Registration
Create a documented family stewardship plan only after the purpose, assets, responsibilities and professional-advice needs are understood.
Is this service right for you?
- Families planning long-term stewardship
- Business-owning families
- Families reviewing succession arrangements
- Households seeking a structured asset discussion
If the correct route depends on your circumstances, ITM will assess the information before asking you to approve a quotation.
What the service can include
- Purpose and family-context assessment
- Trustee and beneficiary information plan
- Asset and governance checklist
- Document-preparation support with appropriate review
- Secure handover and future-review reminder
The final deliverables are the items written in the approved quotation. Authority decisions and items outside the quotation are excluded.
Starting requirements
- Family trust purpose
- Proposed trustees and beneficiaries
- Assets being considered
- Family governance preferences
- Identity and address records
- Legal and tax information requested by specialists
This is a preparation checklist. A consultant may request fewer or additional items after reviewing your organisation and the current official process.
How it works
- Complete a confidential purpose assessment.
- Identify legal, tax and asset-transfer advice required.
- Receive a scoped quotation.
- Provide and verify family and asset information.
- Review and execute the approved documents.
- Complete applicable formalities and schedule review dates.
Charges and payment
| Charge type | Amount | Notes |
|---|---|---|
| Professional fee | Quoted after assessment | Work performed by ITM |
| Statutory / authority fee | Confirmed at quotation | Paid to or for the responsible authority |
| Optional costs | If selected | Courier, certified copies, expedited handling |
Payment is requested only after you approve the current quotation version.
Frequently asked questions
Does a family trust protect every asset?
No blanket promise should be made. Outcomes depend on lawful structure, asset transfers, timing and professional advice.
Will ownership transfer automatically?
No. Each asset may require a separate lawful transfer and may have tax, consent or registration implications.
Can one family member control everything?
Trustee powers and governance must be designed carefully and reviewed for the intended purpose.
How often should the trust be reviewed?
Review after major family, asset, legal or tax changes and at a regular interval agreed with advisers.
Ready to begin?
Ready to start Family Trust Registration?
We assess the request and send a written quotation before asking for payment.