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A private trust permits you to assign a trustee to manage your assets on your behalf for the benefit of yourself or someone else, usually family members.

A trust can be revocable or not, depending on how it is initially set up and under which law. Private trusts may carry many tax advantages, as well as flexibility for inheritance planning.

A trustee can invest the trust fund in accordance with your religious or ethical requirements. We can act as trustees under many configurations. We take the time to understand your personal motivation for setting up a trust so that we can create the most specific, relevant trust arrangement for you and your beneficiaries.

We handle every aspect of setting up your family trust. We also manage and administer the trust over its legal life, which can vary depending on its purpose.

"Throughout this process, we remain at your side with total transparency to make sure your needs are met and your goals achieved."

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