Milele Private Trust

Milele Private Trust will provide a measure of comfort knowing that you have a plan in place to help provide for the safe and accountable management of family assets and to direct their use in accordance with your wishes, goals and objectives.

Assets that can be held in a Trust

  1. Term deposits and bank accounts.
  2. Stocks and shares.
  3. Insurance policies.
  4. Property.
  5. Mutual funds or unit trust investments.
  6. Private company shares.
  7. Retirement benefits.

Benefits

Orderly administration your affairs

Our Trust provides an orderly means of administering your personal and financial affairs

Professional Investment advice

we offer investment advice at the time you set up the Trust, to ensure you achieve your objectives

Smooth Transition

Your beneficiaries do not have to go to court for your funds, property and assets to be distributed.

Affordability

we offer professional services charged at 1% of the value of the fund per annum.

Protected from creditors claims

Your funds, property and assets placed under our ICEA LION Milele Trust Fund are protected from creditors claims.

Tax exemption

When you set up a charitable tax you can apply for tax exemption.

Ready To Start

You can quickly apply online by clicking apply now

Need Expert Help?

You can book a call with one of our expert who will guide you through the process

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This product is regulated by the Capital Markets Authority

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