THE FIRM

It has become clear financial institutions misunderstand what successful individuals and families require from their advisory relationship. Investments, financial analysis and budgeting for decision making, income taxes, wills and family trust planning, philanthropy and family education for children regarding the stewardship of wealth are either missing or being thought of in isolation.

* We prepare your Trust Documents
A living trust allows you to place assets under the care of a trustee who then distributes the assets to the beneficiaries of your choosing, in accordance with the terms you've set forth in your trust document. A living trust is often used to protect assets from the expense and delays of the probate process.


* LLC
The interest in this LLC is then held by a revocable trust. ... Second, LLCs are creatures of state law, and most states permit several different types of entities, including trusts, to hold an ownership interest in an LLC; this also applies with a single-member LLC, where a trust can be the sole member.


* UCC
Taking all the forgoing information into account, the proper preparation of a financing statement for trust-related transactions requires the following steps:

1. Provide the name of the trust, if it has a name, in the organization’s debtor name field.
2. Provide the name of the settlor, if required, in the debtor name field that corresponds to the nature of the settlor name, i.e., individual name must be provided in the individual name field, even if the actual debtor, the trustee, is an organization.
3. Provide the address of the actual debtor in the debtor address fields. Due to the limited space in the address fields, the filer may consider providing full contact information for the actual debtor, typically the trustee, on an attached exhibit.
4. Check the box in Item 5 of the financing statement to indicate that the collateral is held in a trust.
5. Provide additional information, if required (because the name of the settlor is provided or simply to provide more information about the transaction), in Item 17 of the addendum form or as an attached exhibit. In the alternative, include the additional information, clearly labeled, in the collateral field.

MINDSET & UNDERSTANDING
Our Family Office professionals work with select families with an average net worth exceeding for you $10M. This focused approach has allowed us to develop specialized expertise that we leverage in every new client relationship to ensure you benefit from what we have seen over decades of work.

“YOUR FAMILY FINANCIAL STATEMENT”
Every asset you own, from investment portfolios and real estate to fine art, summarized on one document. The dashboard to every conversation. Kept up to date and reported to you quarterly. When doing any planning, we look at your entire picture and our Advisory Board will consider all angles. It’s about much more than just investments.

WEALTH PLANNING & CO-ORDINATION
Whether it’s an immigration lawyer because your child is considering moving to the US after post-secondary studies, or it’s executing a complicated estate planning strategy with various trusts in multiple jurisdictions, we are relentless with planning for every facet of your financial world. Planning is only the first step. Execution is equally important and we are beside you through the entire process. Rather than simply providing a referral and leaving the rest to you, we plan, co-ordinate, and lead execution, attending meetings with your auxiliary professionals to ensure accurate integration at all stages. You avoid dealing with too many individuals and benefit from a further layer of governance on the work being done.

FAMILY EDUCATION
As your children become more independent, there may come a time where you wish to start involving them more in managing family finances. This is the pre-cursor to them making their own sound decisions in the future. Properly preparing beneficiaries for these responsibilities is essential. In conjunction with you, Numi Kingdom Wealth Solutions Family Office organizes round tables involving all generations and leads regular interactions to progress education and instill confidence in future generations. This education about the stewardship of wealth motivates successors to increase their involvement, which is invaluable in preserving wealth and family culture.

FAMILY DISPUTE RESOLUTION & COUNSELLING
Every family is complex, and wealth can add a unique dimension to family dynamics. Emotions often replace rational and sound reasoning. Combine this with multiple beneficiaries with different personalities and objectives and it can create divisions within a family. As a trusted, objective partner, we create a safe platform and help guide conversations, allowing family members to maintain healthy relationships. Every beneficiary and family member has their own personality and differing financial needs. We work with each member and incorporate all objectives into the overall family wealth plan. This preserves relationships, wealth and the family legacy

PHILANTHROPY & FAMILY LEGACY
Wealth brings the opportunity to create impact. Before this, it is crucial to focus on oneself to understand: What is your legacy? What are your values and motivations? Numi Kingdom Wealth Solutions Family Offices ask the appropriate questions and guide conversations to ensure philanthropists to have the greatest impact and create a family legacy. Our Family Office service captures all of the details of your financial world and helps your family make sense of it all. The result: addressing every facet of your financial life in an integrated and personal manner. We understand family dynamics and complexities and will take the necessary time to get to you know you and work through all important areas that need to be planned for.