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Charitable Trust Services
Support the causes you care about with a Wyoming-based trust.
Our charitable trust planning services help you structure tax-smart giving strategies in a Wyoming trust framework, while preserving your legacy.
Choose the Right Charitable Trust Structure
Charitable Lead Trust
With a charitable lead trust, you direct trust income to charitable organizations for a set period, with remaining assets going to your chosen beneficiaries. This charitable trust planning strategy can offer meaningful tax benefits.
Charitable Remainder Trust
A charitable remainder trust provides income to you or your loved ones for a defined term, followed by a charitable gift of remaining assets. This approach to charitable trust planning can reduce capital gains and estate taxes.
Investment Management
Our Charitable Trust Services provide exclusive access to investment opportunities beyond traditional portfolios, focusing on sophisticated growth strategies suited to substantial estates. We manage:
- Customized portfolio solutions
- Strategic asset allocation
- Private equity and private credit offerings
- Alternative investments
Our investment philosophy is grounded in identifying high-value opportunities that align with your wealth growth objectives and your family’s legacy goals.
Is a Family Office Right For You?
We are here to help simplify and strategically manage your wealth with the long-term goal of preserving and expanding your family’s legacy.
To learn more about how our Family Office Services can enhance your wealth management, arrange for a confidential conversation with us today. Let us provide the guidance, discretion, and expertise that your family deserves.
Our Expert Team Includes
Certified Financial Planner (CFP®)
Certified Trust & Fiduciary Advisor (CTFA)
Certified Trust Operations Professional (CTOP)
Juris Doctor (JD)
Meet the Team
Meet our team of experienced professionals.
Why Wyoming
A state of financial opportunity.
Request a Consultation
Get in touch and get started today.