Smart Structuring

Global wealth is expected to reach USD 341 trillion by 2022 and almost 9mm millionaires have been added since 2007. The majority of those HNW individuals will require fiduciary instruments for estate planning and wealth management purposes. As a result, the wealth management sector is turning to technology to disrupt, manage and advance how trust professionals work with UHNW and HNW clients. Understanding the future means looking at the “here and now”. Serious issues around trusts include: • Sloppy record keeping • Trustee fraud • Lack of control of the trust • Settlor reliance on trustee good will Clients are increasingly technology savvy and hyper focused on security, They want transparency in in client reporting and are willing to invest in the technology overlay that provides it. Our solution … Smart Structuring. A blockchain interface that allows the trustee to store trust ledgers in a perpetual, secure, transparent manner. No fraud, no record loss, no malfeasance.