Before, whenever possible. Trust structures that are used to hold assets before a wealth transfer have the potential to provide estate planning benefits, asset protection, and, in some cases, tax advantages that aren’t available after a sale closes. An estate planning attorney working in coordination with your financial advisor and CPA can help determine which trust structures are appropriate for your situation.
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.
