More capability for your clients. Less execution for your team.

A Will should be considered before it becomes urgent. Clients with significant financial assets, property, business interests, dependants or complex family circumstances can benefit from documenting their wishes while they can make informed decisions and keep their estate organised.

Yes. Kustodian can help coordinate the Will-planning and execution process, including organising relevant asset and family information and coordinating with the appropriate legal professionals where legal drafting or advice is required.

A useful first step is creating a clear view of the client’s financial assets, investments, retirement accounts, property, liabilities and important documents. Kustodian can help organise this information so the client and their professional advisors have a more complete picture before succession planning begins.

Succession planning starts with understanding what the client owns, how those assets are held, who should receive them and what documentation is required. Kustodian can help organise assets, records, property information and execution requirements, while coordinating the appropriate legal, tax and other professional inputs.

Yes. Kustodian helps families address estate-related work before a succession event creates urgency. This can include organising financial assets and property information, identifying documentation gaps and coordinating the practical steps required to make the client’s affairs easier to manage and transfer.

Yes. Kustodian can help clients bring together property ownership information, relevant documents and outstanding actions, particularly when records are spread across family members, properties, institutions or different points in time.

Yes. Kustodian can help organise the property information and documentation required for succession and estate-related execution, while coordinating with the relevant legal, tax or property specialists where their expertise is required.

Kustodian can help create a structured view of a client’s retirement assets, investments, property and other significant holdings, identify missing information or documentation, and coordinate the actions required across different institutions and stakeholders.

Families should have a clear understanding of what assets exist, where they are held, how they are owned, what documents support them and what actions may be required to transfer them. Kustodian helps professional advisors and their clients bring this information together and address outstanding execution requirements.

Kustodian can support professional advisors with retirement and PF matters, EPS issues, investment-related execution, property matters, Wills, succession and other document-heavy or cross-institutional requirements. The focus is on taking complex execution work off the advisor’s team while maintaining visibility and control.

Bring Kustodian in when a client’s requirement is important, complex, document-heavy, cross-institutional or outside your team’s core execution capacity. This can include unresolved PF and EPS issues, retirement records, property matters, Will and succession preparation, asset organisation and other complex client requirements.

Involve Kustodian when solving the problem would require your team to spend significant time chasing institutions, collecting documents, reconciling records, managing multiple stakeholders or repeatedly following up on an unresolved case. Kustodian provides specialist execution capacity without requiring you to build that capability internally.

Yes. You can start with a single client requirement or specific execution problem. Kustodian works within the agreed engagement model, allowing the professional to retain their broader advisory and relationship role.

Yes. You own the relationship. Kustodian owns the execution. Kustodian is designed to operate as a specialist execution partner behind the wealth professional, advisor or family office, with responsibilities and client communication agreed upfront.

Kustodian first understands the client’s requirement, reviews the relevant information and identifies the appropriate execution path. We then define the actions, responsibilities and next steps, while keeping the referring professional informed according to the agreed working model.