When Trusts Go Wrong
Most people set up a trust to leave a legacy that will live on after they’re gone. Often, it’s to maintain and grow family wealth across multiple generations or to support a charity. However, things can go awry for various reasons, and all are avoidable.
We should talk if you are concerned about your trust's ability to work as intended. Our Legacy Services team can help you understand if your trust is structured and overseen to maximize your legacy most efficiently.
Trusts require expertise in administration, investment management, and tax law. Because of their complexity and the consequences of error, it can be wise to use a third-party trustee, a professional fiduciary whose sole responsibility and goal is to execute the instructions of the trust instrument.
We are here to provide a second opinion on your trust. This is a normal part of family office services, available without cost or obligation. If you benefit from a consultation, use this link to make an appointment.
Book your Legacy Services Appointment now!
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.