Protect and Manage Your Family Wealth
A trust or family office helps preserve your legacy and manage wealth for future generations. Here’s how:
- Consult with an estate planning attorney to create a trust.
- Choose trustees or professionals to oversee the assets.
- Set up a family office to manage investments, taxes, and philanthropy.
- Implement tax-efficient strategies to minimize liabilities.
- Regularly review and update trust documents as your assets grow.