How We Can Help

If you are interested in setting up a trust, learning about whether a family trust may be right for you or how a family trust may be used for tax planning,estate planning or wealth preservation, please contact us.

INDEPENDENT

We have no affiliation with any financial institution and no interest in selling financial products or services.

PROFESSIONAL

We offer customized solutions tailored to meeting specific estate planning, tax planning and asset protection objectives. We work with clients throughout the process of setting up a family trust, advising on options to minimize taxes, plan for the orderly distribution of wealth to future generations and to protect family wealth from creditors, matrimonial disputes and other family conflicts.

We advise on techniques for family leaders to maintain control and influence over the assets placed into trust, including the identity of the trustee.