“Over 10 Years of financial experience dictates that effective estate planning is essential
to protecting and preserving what you have accumulated”.
Hillman Wealth Management Group’s Trust Division has assisted many of our clients, and their
families, to shape their legacies and transfer their wealth, by defining and implementing
estate plans and wealth transfer strategies. You can, in collaboration with your Royal
Legacy Investments team, develop a prudent estate plan that can assist you to control
how your wealth and assets are transferred to your loved ones.
Hillman Wealth Management Group’s Trust Division together with Hillman Wealth Management Group’s Private Investment
Advisor will work alongside your legal and tax teams hand in hand to get to the bottom of any
complicated estate planning issues and construct bespoke strategies to meet your requirements head-on.
• Your dedicated Personal Advisor will construct estate and trust solutions where necessary which
include a variety of benefits:
• Minimize estate taxes
• Protect your wealth from creditors or any other third parties
• Protect your privacy and that of your inheritors
• Achieve your philanthropic goals
• An agent for the Executor, Solicitor or
• The appointment of Corporate Trust Administration
• Power of Attorney