HOW WE WORK WITH YOU

We start by learning about you. When we begin our relationship, we work with you to get an in-depth understanding of your goals and priorities relating to your family, work, lifestyle and money.
By understanding who you are and what matters to you most, we strive to provide advice that will make a positive difference on your life and the life of your family.

THE CENTRE OF OUR APPROACH

We work with you to understand and address your immediate needs and prioritize your goals.
Your dedicated professional will work with you to build your wealth plan based on what they learn from you.
Together, we take action on your wealth plan and regularly revisit to make sure that it always reflects your situation.

OUR TEAM APPROACH

Your Intrust Private Banking team is part of a bigger picture. We can draw on truly global resources and almost 200 years of wealth management experience to help you achieve your goals. We can also collaborate with your existing network of tax, legal and other advisors..