It used to be that the trust department at your local bank would unquestionably handle your family trusts. They would then assign an internal investment manager to handle the investments within that trust.
Meanwhile, your financial and retirement plan, tax and estate strategies could be managed elsewhere - but on top of the rigidity of bank procedure and the inability to customize around your own needs, this approach results in a family trust that is not fully aligned with your wealth and estate goals.
By partnering with an independent professional trustee, we are able to provide investment management services for your family trust alongside all of our other wealth services.
With a family, you have multiple priorities that shouldn’t be competing - saving for your children’s education, helping to support aging parents, or planning for your own retirement.
Cash flow planning is about helping you balance all of these priorities, and mapping it all out to ensure you can maintain that balance even after you retire. This entails looking at your incoming and outgoing wealth and finding opportunities to make it more efficient.
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There's so much to consider with your wealth, but if you have a plan that lays it all out clearly, you can be comfortable with the path you’ve chosen.
Some opportunities appear only when you have an expert to weigh in. That's why we include our professional network in our process to assemble your advanced financial plan.
The advanced plan is detailed enough to reflect your vision as it relates to each aspect of your wealth, and it's resourceful enough to help make that vision a reality.
Insurance is all about ensuring you or your family are provided for in the event of a sudden change of circumstances - but if you know all your options you can actually combine these benefits with solutions for tax saving, transferring family wealth, or supporting your retirement lifestyle.