What’s At Stake
Family dynamics shift. Jurisdictional rules change. Succession plans encounter friction. Without proactive design and professional stewardship, a trust can lose its effectiveness, or worse, its legitimacy. The result? Delays, disputes, and fractured control.
WHAT YOU’RE NAVIGATING
- Multi-jurisdictional tax and estate considerations
- Competing priorities across family stakeholders
- Succession planning and trust continuity risks
- Oversight gaps in legacy or under-managed structures
- Need for a neutral, licensed fiduciary with full administrative capability
What We Deliver
We safeguard legacies with structure that holds.
As licensed fiduciaries, we provide the continuity, clarity, and discretion that complex trust structures demand. From trustee and protector roles to long-term administration, we preserve intent, manage transitions, and uphold standards across generations and jurisdictions.
Because intent only matters if it’s protected.
Licensed Fiduciary Services
- Trustee roles across discretionary, STAR, fixed interest, and reserved powers trusts
- Protector and enforcer appointments
- Fiduciary support for family offices, investment vehicles, and estate plans
Administration & Governance Alignment
- Day-to-day trust administration and stakeholder communication
- Integration with legal, tax, and family governance frameworks
- Documentation management, filings, and regulatory support
Continuity & Stewardship
- Succession planning and long-term oversight
- Dispute mediation and resolution strategies
- Contentious matter management
- Presence through leadership changes and complex distributions
Our experts for trust & fiduciary solutions.
Our team understands the care and continuity trusts require. We design and steward structures that protect intent, preserve assets, and perform across generations.
Let’s protect the future the way you intended.
Why Choose Leeward
Because when the documents are signed and the headlines fade, someone still has to execute.
Clients trust us because we stay engaged, understand the stakes, and operate with institutional-grade judgment.
We’re present, discreet, and equipped to lead across generations.
