Trust and administrative services are an integral part of our asset management approach. Trusts give an added positive dimension to a client’s investment strategy.As time goes by, we tend to change our focus from wealth accumulation to wealth preservation, and trusts are the best way to preserve assets over time.
Both revocable and irrevocable trusts offer flexibility in preserving and managing assets now and into the future. A Living Trust offers uninterrupted flow of income to family members upon the death of the trust’s creator. It also has the flexibility to allow us to assume temporary financial control in cases of emergency or incapacity. We have full administrative capacity to provide whatever level of service is needed.
Trusts also provide a way to structure gifts for minors or to a child who may need assistance with money management. It can also be used to avoid the expense, delay and publicity of probate proceedings and reduce, if not eliminate, the family’s estate and gift tax burden.
Our attorneys and CPAs work closely with all involved, ensuring that we are responsive to your desires and plans as well as to tax and legal changes. This collaboration works toward maximizing client satisfaction by achieving planning and investment goals while working with your family tactfully and objectively. We can help you provide for heirs by creatively handling succession management. We can increase income from trusts and help your favorite causes at the same time by creating a charitable trust, if desired. The use of trusts can also be very effective in providing business continuity until the next generation is prepared to assume responsibility for running the business on a day-to-day basis.
Our investment professionals assure high quality investment management of all trust assets.