Securing Generational Wealth Through Trust Management
Expert management of trust and foundation funds with over two decades of experience in preserving and growing family wealth across generations.
Investment Services
Comprehensive trust and foundation management services designed to preserve and grow your family's wealth with professional expertise and personalized attention.
Trust Fund Management
Professional management of trust assets with strategic investment allocation, risk assessment, and performance monitoring to ensure optimal growth and preservation.
Learn More →Foundation Administration
Complete administrative services for private foundations including compliance management, grant distribution oversight, and regulatory reporting requirements.
Learn More →Wealth Preservation
Strategic wealth preservation planning with tax-efficient structures, succession planning, and multi-generational wealth transfer strategies tailored to your family's needs.
Learn More →Our Trust Management Approach
A systematic and personalized approach to trust management that ensures your family's wealth is protected, grown, and transferred according to your wishes.
Initial Assessment & Strategy
Comprehensive evaluation of your current financial position, family goals, and risk tolerance to develop a customized trust management strategy that aligns with your long-term objectives.
Portfolio Construction
Strategic asset allocation and diversified investment portfolio construction designed to optimize returns while managing risk according to your trust's specific requirements and timeline.
Active Management & Monitoring
Continuous portfolio monitoring, performance analysis, and strategic adjustments to ensure your investments remain aligned with market conditions and your evolving needs.
Reporting & Communication
Regular comprehensive reporting, transparent communication, and ongoing consultation to keep you informed about your trust's performance and any recommended strategic changes.
About Shadmani Family Trust
The Trustee for Shadmani Family Trust has been a cornerstone of professional trust and foundation management for over two decades. Based in Bendigo, Victoria, we specialize in the comprehensive management of trust and foundation funds organized for purposes beyond religious, educational, charitable, or nonprofit research.
Our commitment to excellence, transparency, and personalized service has made us a trusted partner for families seeking to preserve and grow their wealth across generations. We combine traditional fiduciary principles with modern investment strategies to deliver exceptional results.
Contact Us
Ready to discuss your trust management needs? Get in touch with our experienced team for a confidential consultation.
Get in Touch
Contact Information
Victoria, 3550, Australia