Unlike many other investment management processes, additional specialized expertise and resources are often necessary to create and maintain personal trust.

We partner with attorneys and certified public accountants as a liaison in implementing your financial planning needs 

A personal trust truly is an opportunity for you to determine the future direction of your assets—directing how wealth is distributed over generations, shaping investment and tax strategies to help maximize value, and keeping personal information private.

Not only do trusts help provide security in the future, but the control they provide starts immediately. Although you may think of a trust as an end-of-life estate planning activity, it is possible to establish one at any time such as sudden changes to wealth, health, or family relationships that might normally have a drastic financial impact that may be less disruptive with the appropriate trust structure in place.

A personal trust can be an effective strategy today for the continuation of their values, goals and potential regardless of your current stage in life, for example…

  • Generates potential savings on estate and capital gains taxes
  • Maintains control of the transfer of wealth to family and charities
  • Helps ensure wealth preservation and management if your client becomes incapacitated
  • Can enable your clients to provide for their families in the future, possibly over generations
  • Provides confidentiality for wealth transfer Avoids probate
  • Provides asset protection if governed by selected state law
  • Provides uninterrupted investment management
  • Facilitates fulfillment of charitable interests


Revocable and Irrevocable Trusts

Testamentary Trusts

Charitable Remainder Trusts

Charitable Lead Trusts

Grantor Retained Annuity Trust (GRAT)

Generation-Skipping Trusts   

Qualified Domestic Trust (QDOT)

Dynasty Trust   

Contact us today to get started Learn more about our plans/pricing