Trust Formation & Audit

Trust Formation:

DSB & Co. provides expert guidance and support to individuals, families, organizations, and institutions seeking to establish trusts for various purposes. Whether it’s for estate planning, wealth management, charitable endeavors, or other objectives, our team assists clients in structuring trusts tailored to their specific needs and goals. We navigate clients through the complexities of trust formation, advising on the appropriate trust type, drafting trust deeds, and facilitating the legal and administrative processes involved in establishing a trust entity.

Trust Audit:

Our skilled auditors conduct thorough and objective examinations of trust accounts, financial statements, and operations to ensure compliance with legal requirements, fiduciary responsibilities, and best practices. We perform comprehensive trust audits, assessing the accuracy, reliability, and integrity of financial reporting, internal controls, and compliance with trust terms and governing laws. Our audit procedures help identify areas of risk, detect anomalies or discrepancies, and provide valuable insights to trustees, beneficiaries, and other stakeholders for effective trust management and governance.

Compliance and Regulatory Advisory:

DSB & Co. offers ongoing support and advisory services to trustees, settlors, and beneficiaries on trust-related compliance matters. We stay abreast of changes in trust laws, regulations, and accounting standards, guiding clients on their fiduciary duties, tax obligations, reporting requirements, and other legal and regulatory obligations. Our proactive approach helps ensure that trusts remain in compliance with evolving regulatory landscapes and mitigate risks of non-compliance or penalties.

Trust Administration Assistance:

We provide administrative support to trustees in managing trust affairs efficiently and effectively. Our team assists with record-keeping, documentation, filings, and other administrative tasks to ensure proper administration and governance of trusts. We also offer advice on trust investment strategies, asset management, distributions, and succession planning to help trustees fulfill their duties and achieve trust objectives prudently.

Dispute Resolution and Litigation Support:

In the event of trust disputes or controversies, DSB & Co. offers mediation, arbitration, and litigation support services to resolve conflicts amicably and efficiently. Our experienced professionals assist clients in navigating trust litigation processes, providing expert testimony, forensic analysis, and strategic advice to protect the interests of trustees, beneficiaries, and other parties involved.