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ATTORNEYS AND TRUSTEES

THE REASSURANCE YOU NEED

As an attorney or trustee you are likely to feel concerned that you are doing the right thing for your partner, a relative, family friend or the beneficiaries. Talk to KMD to understand your duties and responsibilities - we have helped many people in your position through what can be a difficult and emotional time.

CLEAR THINKING

At KMD, we explain things clearly so that you gain confidence in your financial decision making. We help you build and maintain a good quality audit trail of your activity and decisions and provide joined up thinking to get the best outcomes for the current and future beneficiaries involved.

A PROACTIVE APPROACH

Not only do KMD help you understand your duties and responsibilities as an attorney or trustee but we also provide a disciplined investment management service, working pro-actively with other professional advisors and building a strong relationship with you through our collaborative, team-based approach.

OUR DEDICATED TEAM

You will benefit from investment and estate planning advice given by our experienced, highly qualified and award-winning team. We assist in helping your solicitor understand the financial side of things and hold regular review meetings with all those involved to keep everything on track.

BECOME A CLIENT

KMD’s services are tailored to meet the needs of high net worth individuals. To determine whether these are suited to you, please answer these few simple questions.