Preserve Wealth, Legacy through Trusts

Gift or inheritance? Inheritance wins! Protect your assets from dissipation and litigation. Plan your legacy with a trust.

What Is a Trust?

A trust is a legal arrangement where assets are transferred into a trust entity.

The grantor deposits assets into the trust, making them legally owned by the trust.

Key parties include the Grantor, Trustee, and Beneficiary.

The trustee manages and distributes assets according to the grantor's wishes.

Trusts protect assets and ensure smooth intergenerational wealth transfer.

Why Set Up a Trust?

Establishing a trust avoids lengthy probate, protects privacy, enables customized asset distribution, mitigates post-inheritance disputes, facilitates charitable giving, and offers tax benefits.

The grantor maintains full control and can modify or revoke the trust at any time.

Irrevocable Trust

Once established, the trust cannot be altered; assets are legally transferred out of the grantor's ownership.

Our Clients

Activated upon the grantor's death according to the will.

Combines estate planning with trust flexibility for smooth execution.

Trust Benefits

Asset & Privacy Protection

Avoid time-consuming and costly probate.
Keep financial details and family affairs confidential.
Prevent loss through mismanagement or litigation.
Ensure assets are managed professionally.
Provide continuity for family wealth.

Customized Distribution

Allocate assets according to personal wishes.
Include future generations and charitable causes.
Manage complex family situations.
Set conditions or age-based distributions.

Tax Optimization

Lawful income tax savings.
Reduce estate tax liabilities.
Plan gifting strategies efficiently.
Utilize trust vehicles for tax benefits.

Risk Mitigation

Prevent disputes in divorce or litigation.
Safeguard against misappropriation.
Ensure proper follow-through of intentions.
Maintain family harmony.

Comprehensive Trust Solutions

Customized trust combinations tailored to asset profiles and goals to safeguard and grow wealth for future generations.

Revocable Trust plans.
Irrevocable Trust structures.
Real estate trust management.
Financial asset trusts (accounts, securities).
Trust-based charitable giving.

Preserve Wealth, Legacy through Trusts

What Is a Trust?

Why Set Up a Trust?