A dynasty trust is a multigenerational irrevocable trust designed to hold and distribute assets across multiple generations while reducing exposure to estate, gift, and generation-skipping transfer (GST) taxes. By keeping assets in trust rather than distributing them outright, the structure may help shield wealth from estate taxes, creditors, and divorce at each generational transition. The key mechanism is the GST tax exemption, which allows trust assets and future appreciation to pass to grandchildren and later generations without additional transfer tax at each level.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
