Trustee and
Estate Planning Services

At Investment One, we work together with our clients to provide Trust and Estate Planning Services suited to their specific needs. We provide estate planning and administration services to individuals and corporate trust services to institutions.

PRIVATE TRUST

ESTATE PLANNING AND ADMINISTRATION

We leverage our collective experience and expertise to provide you with top notch estate planning services, ensuring that long after you have left, your family and loved ones are protected, your assets are secure, and your wealth preserved for the next generation. Our services include:
― Identifying and gathering your assets
― Advising on the best legal structure to protect your estate

Living/revocable trusts
Irrevocable trusts
Power of attorney

― Managing complicated family dynamics
― Administering your estate in accordance with your wishes

INVESTMENT ONE CHILD TRUST

Every parent desires the best for his or her child. Perhaps, you have never really thought about what you can do to ensure that this desire is translated into reality. Investment One Child Trust provides a platform that will transform your desire for your children into a reality, while preserving your assets through responsible investments.

WILL

We guide you through the decision-making process of setting up a valid and effective Will.

CORPORATE TRUST

We offer a wide array of corporate trust services to corporate and institutional clients including public and private entities. We act as a neutral, impartial Trustee and Agent in your transactions. Our services include:

Custodial and Escrow Services

We provide customised escrow services for a wide range of transactions including in real estate transactions and capital funding transactions.

Debenture Trustee

Acting as Debenture Trustee or Security Trustee in syndicated lending transactions

Collective Investment Scheme

We act as Trustees to Collective Investment Schemes, protecting the interests of Unitholders and ensuring regulatory compliance.

Custodial and Escrow Services: We provide customised escrow and asset safe keeping services to benefit a wide range of transactions, from retaining title documents in real estate transactions to protecting funds in the case of litigation or preserving investor proceeds capital funding transactions.

BOND TRUSTEES

We act as Bond Trustee to Bond Issues by Federal, State and Local governments, protecting the Noteholders and ensuring regulatory compliance.

Secure Your Legacy with Investment One Trust

Your legacy deserves expert attention. Our trust advisors are ready to help you create a personalized estate plan that protects your loved ones and preserves your wealth for generations to come.

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