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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.

Click on the links below to learn more.