Establish a Trust Administration Practice
Presenters : Nicolene Schoeman-Louw
Overview
Trust administration is a rapidly growing field that presents tremendous opportunities for accountants to expand their services and cater to the needs of high net worth individuals, families, and organisations.
In this webinar, we will delve into the essential aspects of establishing a successful trust administration practice, equipping accountants with the knowledge and tools necessary to navigate the intricacies of trust administration and provide value-added services to their clients.
Learning objectives
Attending this webinar will equip you with the following skills:
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Understand the fundamentals of trust administration and its importance in wealth management.
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Have full understanding of the different types of trusts and their specific purposes.
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Knowledge of the roles and responsibilities of a trust administrator.
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Develop a comprehensive strategy for establishing a successful trust administration practice.
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Identify potential clients and target markets for trust administration services.
Content
The webinar will cover the following topics:
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An overview of trust administration
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Different types of trusts and their purposes.
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Roles and responsibilities of a trust administrator.
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Developing a Trust Administration Strategy.
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Identifying potential clients and target markets.
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Assessing the competitive landscape and positioning your practice effectively.
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Defining service offerings and pricing models.
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