Is a Trust Right For You?
A trust may be the best vehicle to ensure your legacy, meaning naming trustees. You'll want your trustee to provide three essential values: neutrality, expertise, and continuity. Neutrality is needed to provide strict conformance with the trust’s objectives, expertise is needed to make sure the assets are managed and distributed with prudence and care, and continuity is needed to ensure uninterrupted performance.
Advising on the best trust structure is a primary responsibility of family offices. We take that responsibility very seriously, and will help you discover not only the right vehicle, the best approach in selecting the right trustee.
Our goal is to help you reach your goals. There is no cost or obligation for this service, so why not make an appointment using this link?
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Disclosure: This document and its contents are provided for informational and organizational purposes only and are not intended to serve as legal, tax, or financial advice. Financial Gravity Family Office Services, LLC (FGFOS), Financial Gravity Legacy Services, LLC, and their affiliates do not provide legal or tax advice. Clients should consult with their own qualified legal, tax, and financial professionals before establishing, modifying, or relying on any trust or estate plan.
Any trust structuring, document preparation, or related legal services are coordinated through independent third-party professionals. Financial Gravity does not draft trust documents and does not assume responsibility for legal services provided by external providers. This document is intended to assist in the onboarding and discovery process and should not be interpreted as a recommendation for any specific estate planning strategy. This service is offered through and organized by Financial Gravity Legacy Services, LLC, a vendor to FGFOS.