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Family Estate & Legacy Planning


What does your legacy look like today? What about tomorrow?

We strive to create wealth transfer strategies with an evergreen goal of minimizing taxes so that you can maximize the transfer of wealth and legacy to future generations. We'll work with your estate planning attorney and CPA to formulate the right solution for you.

Estate Tax Funding: Creating a plan that meets your objectives, and provides the liquidity for estate taxes to ensure that what you put together, stays together for the next generation.

Legacy Planning: What will become of what you've created, and how do you transfer those values and family principles to the next generation? Important stuff. Let's work with your legal and tax advisors and create a unique plan that suits you and your family.

Charitable Planning: Design a personalized plan that focuses on meeting the charitable giving objectives that matter to you most.

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Personal Trust Services

Personal Trust Services

Is your wealth positioned to transfer the way you want? 

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.

We work with the following types of trusts (both revocable and irrevocable): credit shelter/marital, testamentary trusts, charitable remainder trusts, charitable lead trusts, generation-skipping trusts.

Investment services

We provide investment advisory and management services to Trustees:

  • Custom Portfolio Design
  • Proposal and Investment Policy Statement
  • Regular communication with your adviser and portfolio manager
  • Advanced Performance Reporting on Demand
  • Advanced Tax reporting on Demand

We engage SEI Private Trust (SPTC) to provide administrative and reporting services. SPIC can also serve as the agent for a trustee, investment directed trustee, and discretionary trustee.

Administrative services

  • Custodian of assets
  • Fiduciary record keeping
  • Collect/distribute income
  • Payment to beneficiaries where required by the trust agreement
  • Bill payment
  • Full responsibility for compliance 
  • Quarterly and annual statements of holdings and transactions
  • Annual tax information letter to trust beneficiaries
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