Template Diagram for Trust/Company Structures

Discussion in 'Financial Planning' started by JasonC, 14th Feb, 2020.

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  1. JasonC

    JasonC Well-Known Member

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    Does anyone have a template for doing diagrams of trust/company structures that they can share? ie. Something showing several trusts/companies and the money flows between them.

    I'm terrible at doing diagrams :)

    Thanks,

    Jason
     
  2. Trainee

    Trainee Well-Known Member

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    The devil is in the detail here. What structure are you wanting to understand?
     
  3. Big A

    Big A Well-Known Member

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    Hey @JasonC , not sure the exact purpose of your diagram. But if it’s just to get a grasp of the structure and what each holds, I map it out on an excel sheet. Name of trustee in 1 large box dots down to the next box being the trust. Holdings of trust are listed inside that box. Dots down to another box which lists beneficiaries and so on. I also add dots to the side and add box’s for other related entities which might have an association but not sit directly in the chain.

    Good way to get your head around the structure and where everything sits.
     
    Archaon likes this.
  4. JasonC

    JasonC Well-Known Member

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    Thanks for your responses. It’s mainly for me to explain my structure to others.

    Will do something up in excel or PowerPoint.

    Jason
     
    Big A likes this.
  5. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker Business Member

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  6. Lauren350

    Lauren350 Member

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    I also map it out in Excel. Under the Insert menu, select Insert SmartArt .. brings up different options for hierarchy / relationship flows.
     
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  7. Rolf Latham

    Rolf Latham Inciteful (sic) Staff Member Business Plus Member

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    mud maps

    ta
    rolf
     
  8. Scott No Mates

    Scott No Mates Well-Known Member

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    [​IMG]

    The closest that I could relate to the OP.