Services to Trustees
"An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative". Benjamin Graham
Carnbrea has been providing professional services to Charitable Trusts and their Trustees for many years.
As well as being a Trusted Investment Advisor, Carnbrea provides administration and secretarial services to trusts, deceased estates and charitable foundations. Carnbrea attends to the specific requirements of each trust and:
- Carry preliminary reviews of Grant applications;
- Process distributions of trust income and capital;
- Liaise with the trustees, reviewing trust investments and portfolio performance;
- Maintain Grant registers;
- Provide boardroom facilities available to facilitate meetings [and Minute Taking Services]
- Maintain registers