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Trusts & Foundations

A trust or a foundation may help you create a living legacy for you, your family, and your favorite charitable causes.

There are numerous types of trusts, many purposes for their creation, and a lot of complexities involved in the their creation and management.  A trust may be created for the financial benefit of the person creating the trust, a surviving spouse or minor children, or a charitable cause.

We can work closely with your legal team and also act as the investment manager for assets held in a trust. We coordinate the financial, legal and tax expertise to help you manage estate taxes, provide benefits to you, as the donor, to your beneficiaries and to your charitable causes.