Trustee Advisory Services

Sometimes, clients prefer to act as Executor or Trustee but consult us for strategic and practical advice. 

At Everest Advisory, we work closely with trustees, beneficiaries, and advisors—both in Canada and internationally—to provide clear, practical guidance on how to administer trusts responsibly and effectively. 

We offer advice on when and how distributions can be made or received, considering Canadian tax implications, family law, and the specific terms of the trust. 

Our role is to help ensure that trusts are managed in a way that aligns with both legal obligations and the values they were built to reflect.

Whether you are overseeing a family trust, navigating cross-border issues, or administering a philanthropic structure, Everest brings the insight and care needed to support good decisions and lasting outcomes.