Equity Trustees

Equity Trustees is an independent trustee and executor company based in Australia, offering a variety of financial products and services. The company operates primarily through two segments: Trustee and Wealth Services, and Superannuation Trustee Services. Its Trustee and Wealth Services segment delivers a comprehensive array of private client, philanthropic, and superannuation offerings, including estate planning, charitable and personal trust services, wealth management, and advisory services. Equity Trustees also has a presence in the United Kingdom and Ireland, allowing it to cater to a diverse clientele across different regions.

Carol Schwartz

Chairman and Board Member

1 past transactions

Australian Executor Trustees

Acquisition in 2022
Australian Executor Trustees is a financial services provider based in Adelaide, Australia. The company specializes in a range of services including estate planning, wills, financial planning, and trustee and executor services. Additionally, it offers philanthropic services and solutions for self-managed superannuation. By focusing on these areas, Australian Executor Trustees enables clients to build, manage, protect, and transfer their wealth, helping them secure their financial future.
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