Private Trust Services
Family Trust
A family trust is an arrangement designed to manage and distribute assets within a family for the collective benefit of its members.
Family trusts serve as a comprehensive tool for estate planning, wealth preservation, and ensuring the long-term financial stability of the family unit by creating a structured framework for the management and succession of family assets.
Who needs this?
Trying to preserve family wealth?
Need a neutral party to step in and ensure the assets are managed for the benefit of all concerned?
This Trust type might be for you!
BENEFITS
- Preserves family wealth through clear asset management across generations.
- Mitigates estate taxes strategically, maximizing assets for beneficiaries.
- Shields family assets from future adverse/legal claims, thereby enhancing protection.
- Allows flexible and tailored distribution of assets among beneficiaries.
- Facilitates clear succession planning for the smooth transition of family wealth.
