”The Grayson’s Trust team is committed to developing a long-term relationship with you and your beneficiaries, offering peace of mind through our experience, expertise, and passion centred around furthering family legacies. Grayson’s Trust understands the important decisions families face in setting up their trusts and how to help families avoid the pitfalls that can cause family wealth to disappear.
Statistics show that wealth often dissipates across family generations due to family disfunction and bad decisions. Not surprisingly as a family’s wealth increases so does the complexity of managing the wealth and family dynamics. It is our goal to not only facilitate a family’s estate plan, but to reduce, or ideally eliminate, family friction and create family harmony.
Grayson’s Trust helps empower families to make better decisions, protect their assets from misuse and ensure those assets are preserved and increased for the benefit of the family’s legacy.
We can answer your questions and help simplify what can often seem complicated or confusing when it comes to trusts. Some of these key considerations include:
- Will the trustee understand our family’s unique needs (blended family, special-needs children, couples without children, etc.) and our concerns (how heirs will handle money, possibility of lawsuits in certain businesses and professions, and similar worries) when designing and administering our trust?
- Can the Trustee remain objective, acting impartially and in the best interest of all beneficiaries, particularly if family conflicts arise?
- What is the best jurisdiction for our trust? Are there tax implications of selecting one state over another?
- Does the Trustee have a proven record of properly administering a trust? Can they maintain the required accounting, investment and tax reporting requirements? How well does the Trustee understand wealth management?
- Does the Trustee understand what it means to be a fiduciary? Can the Trustee navigate the legal obligations and manage assets on the trust’s behalf and for our beneficiaries’ benefits?
- Can we maintain a long-term relationship with the Trustee? That is, what happens if illness or death interrupts or ends his or her service?
Ready to Protect Your Legacy?
Contact us today to learn how Grayson’s Trust can help you achieve your estate planning goals.
