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Give your heirs access to the professional team you have come to trust and rely on
Your kids are great, manage their money well, and are instilled with the values you have passed down. But are they ready to handle the inheritance they will receive? Who are their advisors and are those professionals capable of dealing with the complex tax, investment, and legal issues common to larger estates and trust accounts?
Too often we see legacies lost to taxes, bad investment advice, divorce, and a failure to focus on growing and preserving a family legacy to benefit current and future generations.
Why not give your children and grandchildren access to the same financial security you have come to rely on by using a trust? Trust accounts enable you to provide for your family, may offer significant tax advantages, and allow you to pre-appoint a financial team to guide your children and family in preserving and growing the legacy you have created.
Working in concert with leading national trust companies, HCO Private Wealth can help structure or manage your trust accounts. We provide trusted local service and support while utilizing the resources and capabilities of leading national trust companies who deliver significant expertise and resources that may prove invaluable to your family members charged with managing your family trust accounts.
Family lawyers, CPAs, investment advisors, bankers and others can be appointed through the trust to continue the work you have managed for so long. Your children will have access to your experts and avoid some of the problems you may have experienced early in life before you found the right professional team.
Contact us today to learn more about benefits, products, and services that fit your needs.