Indigenous Trusts
Serving Traditional Owners
We deeply value our experience serving Traditional Owners, making certain their needs as beneficiaries are respected while providing stewardship of assets for current and future generations.
Sage Stone has been entrusted by Communities as the Trustee for Charitable and Direct Benefit Trusts throughout Australia. Through our dedicated team of Indigenous Trust specialists based in WA, we communicate proactively, deliver transparent management and compliance accounting and process substantial numbers of beneficiary applications in a fast, straightforward and accurate manner. We provide all the services required for effective Trustee and Investment management under one roof.
In this way, we support our Traditional Owner clients in safeguarding their families, goals and aspirations across generations.
Support governance and decision making
Prepare future generations of leaders
Support individual and family prosperity through intergenerational wealth creation
Comprehensive and transparent investment reporting accessible 24/7
Fast, easy and accurate beneficiary application processing
Visibility of managed accounts, cash flow, budgeting, forecasting and modelling
Support from 19 dedicated Indigenous Trust specialists based in WA
Proactive and transparent management and compliance accounting
Our commitment to Reconciliation
Our dedication to delivering meaningful impact and opportunities for Indigenous communities is formalised in our Reconciliation Action Plan (RAP) and endorsed by Reconciliation Australia.
Click here for a copy of Sage Stone's Reflect RAP 2021-2022
Our Experts
Nicholas Porter
Partner, Head of Western Australia
Rebecca Lawson
Partner, Family Succession and Trustee Services
Let us connect you with the right team for your needs
