Clients work with their Financial Advisors for years to accumulate assets that will see them through the rest of their lives. Trusts can help clients pass assets to future generations or provide a vehicle for the treatment of assets that meets a clients exacting wishes.
A Trust is one way a Financial Advisor can ensure a multi-generational relationship with a client’s family or the client’s asset beneficiary. The generational transfer of assets occurring now and for decades to come is an opportunity to use Estate Planning techniques utilizing Trusts.