Edwards Family Trust

Securing Generational Wealth Through Trust

Professional trust management and investment services designed to preserve and grow your family's legacy across generations with unwavering expertise and dedication.

Investment Services

Comprehensive wealth management solutions tailored to preserve and enhance your family's financial legacy through strategic trust administration.

Trust Management

Professional administration of family trusts with focus on compliance, transparency, and optimal asset allocation strategies.

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Fund Administration

Comprehensive fund management services including accounting, reporting, and regulatory compliance for institutional clients.

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Investment Strategy

Customized investment strategies designed to maximize returns while preserving capital for long-term wealth generation.

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Estate Planning

Strategic estate planning solutions to ensure smooth wealth transfer and minimize tax implications across generations.

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Wealth Preservation

Advanced wealth preservation techniques utilizing trust structures and diversified investment portfolios for risk mitigation.

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Financial Advisory

Personalized financial advisory services providing strategic guidance for complex wealth management decisions and planning.

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Our Approach

A systematic approach to trust management that ensures transparency, compliance, and optimal outcomes for our clients.

Initial Consultation

Comprehensive assessment of your financial goals, risk tolerance, and family legacy objectives to develop a tailored strategy.

Strategy Development

Creation of customized trust structures and investment strategies aligned with your specific requirements and regulatory compliance.

Implementation

Seamless execution of trust establishment, asset transfer, and investment deployment with full documentation and transparency.

Ongoing Management

Continuous monitoring, reporting, and optimization of trust performance with regular reviews and strategic adjustments.

Edwards Family Trust Team

About Edwards Family Trust

The Trustee for Edwards Family Trust has been a cornerstone of professional trust management in Australia for over two decades. We specialize in the administration of funds for trusts and foundations, providing sophisticated investment solutions for discerning families and institutions.

Our commitment to excellence, transparency, and fiduciary responsibility has earned us the trust of clients across Victoria and beyond. We combine traditional wealth management principles with innovative investment strategies to deliver superior outcomes.

25+
Years of Experience
$2.8B
Assets Under Management
98%
Client Satisfaction Rate
150+
Global Partners

Contact Us

Ready to secure your family's financial future? Get in touch with our experienced team for a confidential consultation.

Contact Information

Kristine Randolph
Business Manager
47 Queen St
Bendigo, Victoria 3550
Australia
+61 3 9504 6974
kristinerandolph@thetrusteex.pro

Business Hours

Monday - Friday 9:00 AM - 5:30 PM
Saturday 9:00 AM - 1:00 PM
Sunday Closed