Cashmind Legal Department works in association with the Private Wealth Division to provide value added services to our existing clientele. While the legal services offered are separately chargeable, they offer a convenient and efficient option for Private Wealth clients.
For a number of years, the legal team has worked hand in glove with the Private Wealth team to provide a more complete and tailored investment solution for our clients.
The range of legal services offered, includes but is not limited to:
- Advisory on property transactions
- Drafting and registering of wills, letters of wishes, powers of attorney
- Drafting of trust documentation (including living trusts)
- Estate Administration
- Probate
We have found that many of our clients appreciate the ability of their trusted Investment Advisor to be able to interact directly with a legal professional when structuring a portfolio, and dealing with personal family matters, both from a cost perspective and also in terms of better understanding the nuances often involved in various family situations.