Independent professional trustee
Participation in trustee decision-making, governance and oversight through the appointed trustee arrangement, subject to the applicable requirements and authority.
Fidomus Fiduciary
A trust is not merely a document. It is a responsibility that must be governed.
Fidomus provides specialist fiduciary support for families and business owners who need properly structured, independently governed and consistently administered trusts and estate-planning arrangements.
A separate specialist capability
Financial advice and fiduciary services are separately scoped,
contracted and remunerated where applicable.
Build the structure. Protect its integrity. Transfer wealth with clear governance.
Fidomus Fiduciary
Fiduciary services
From formation to annual governance
The purpose is not to create paperwork for its own sake. It is to create a defensible record of independent decision-making, compliance and responsible stewardship.
Trust establishment support
Coordination of trust objectives, deed preparation, Master-facing documents, initial donation and professional review requirements.
Annual trust administration
Meeting packs, minutes, resolutions, registers, record keeping, compliance reviews and coordination of tax or accounting inputs.
Beneficial ownership & FICA
Structured records and review processes for beneficial ownership, source information, risk assessment and material changes.
Estate-plan alignment
Coordinate wills, testamentary trusts, nominated fiduciaries, insurance and liquidity so the plan can operate when it is needed.
Business ownership governance
Trust shareholding, succession intentions, shareholder funding, buy-and-sell arrangements and key-person risk reviewed together.
What proper trust management should demonstrate
Good governance means that decisions, authority, records and trust property remain clear, separate and properly documented.
Separation
Trust assets, accounts, records and decisions remain separate from personal affairs.
Authority
Trustees act only when properly authorised and within the trust deed and applicable law.
Joint action
Material decisions are taken by the trustees and supported by written records.
Evidence
Transactions, distributions, conflicts, compliance and professional input are documented.
Advice, legal work and fiduciary services must remain clear.
Fidomus does not replace the role of a practising attorney, tax practitioner, accountant or other regulated professional.
Client-specific legal and tax consequences must be confirmed by the appropriately qualified professional before implementation.
Establishing a trust is only the beginning. Its long-term value depends on clear trustee responsibilities, documented decisions and consistent governance year after year.
The Fidomus approach
Governance beyond trust establishment
Does your trust have a document—or a working governance system?
We can review the structure, records, annual actions and alignment with your wider estate and business plan.