We advised trustees of a long-running family trust that was administratively burdensome and offered little long-term benefit. After reviewing its structure and purpose, we recommended winding it up – enabling funds to be distributed directly to the next generation. This move delivered meaningful support to beneficiaries during life stages where it would have greatest impact, such as home buying and education. With the original beneficiaries’ needs already met, this decision brought simplicity, joy, and financial momentum – turning legacy wealth into immediate opportunity.
