A trust is a legal arrangement where a trustee holds and manages the property for the benefit of your beneficiaries. It can avoid probate and remove value from your taxable estate. An LLC is a business entity that holds the property, provides liability protection, and is governed by an operating agreement you can amend. Trusts are typically recommended for tax planning and probate avoidance; LLCs are often advised for liability protection and flexible governance.
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.
