As a successful business owner, you want to ensure that your assets and family business are maintained well into the future. Clearstead can help you decide if a private family trust company (“FTC”) is a planning technique that works for you.
Learn more about these trust administration services by clicking below.
WE CAN HELP YOU UNDERSTAND THE NUANCES OF A FAMILY TRUST COMPANY
Family trust companies can offer several benefits based on your unique needs. Learn more about them here.
Family trust companies differ from other financial planning and wealth transfer techniques. Learn more about those differences here.
There are several parties involved and different types of trust to consider. Learn more about the definitions related to family trust companies here.
A DEEP DIVE INTO FAMILY TRUST COMAPNIES
Curious to learn more about family trust companies and how they could be beneficial to your family?
Cindy L. Steeb, JD, MBA, Senior Managing Director, Trust Administration has published a book on how families can utilize FTCs to address family harmony and preserve the family legacy for generations to come.
Click below to order a copy of Preserving Multigenerational Wealth: How a Private Family Trust Company Can Promote Family Harmony & Positive Family Dynamics.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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