Trusts

Trusts can help minimize taxes and let you leave more to the people and causes you care about.

Privacy, Protection and Peace of Mind

Estate planning is an arduous and oftentimes murky process. Setting up a trust can be an effective way to leave money to loved ones and causes you believe in. We have designed our financial planning and investment management system to accommodate 26 different trust types. Trusts provide control of your assets and discretion from the legal process at end of life. You can rest assured knowing that your priorities are taken care of.