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In the next 30 years advisors risk losing out on millions of dollars in assets under management as decedents take their parents/grandparent's money elsewhere!
Do you have a solution to encourage the next generation of clients to stay?
We can help!
Cornerstone can help you, the advisor, create a solution that will allow you to keep the client relationships with your investment firm, one that can be catered to each client and specific for their needs.
We are a private trust company that works to help our clients plan and implement actions that allow them to transition their wealth through generations.
There are multiple ways to accomplish this:
Delegated/Directed Marketing Packet - a Trust that allows us to act as Trustee while you maintain investment authority
SD Dynasty Trust - a Trust that keeps the money safe from estate taxes and spendthrift
Domestic Asset Protection Trust - a Trust that allows protection from certain creditor claims
Trust Decanting - Moving a Trust to another Trust for more beneficial terms or corrections.
A few resources we have found helpful along the way may help you educate and better serve your clients.
Steve Oshins' Domestic Asset Protection Trust State Rankings
Steve Oshins' Dynasty Trust State Rankings
Steve Oshins' Trust Decanting State Rankings
Steve Oshins' Non-Grantor Trust State Rankings