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Is a private family trust company right for you?
The option of a private family trust company is a planning technique increasingly being utilized by business owning families. It's an ideal vehicle for taking your business out of your estate (and thus avoiding estate taxes!), while at the same time setting you up to continue to have a voice in shareholder decisions.
You have a commitment and a responsibility to your business and your family. Find out if setting up a private family trust company to act as trustee of your family trusts is right for you.
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A Caring, Professional Partner in Planning for the Future
Getting to Know You
We’ll schedule a time for you to share your aspirations for keeping your business family owned and your family together in harmony. We will learn exactly what you wish to accomplish in planning for their future.
Engage Us
We’ll create a customized sample structure, laying out how we can set up a private family trust company so that you, your family, your business, and future generations will be protected.
Make It Happen
We’ll work with you and your trusted advisors to design all the pieces that will meet your needs. Then we’ll take all the steps to make your private family trust company a reality.