PLANNING FOR TODAY & TOMORROW

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TRUST AND FOUNDATION SERVICES

Families with a higher net worth face many financial planning challenges, from maximizing the protection of their assets to evaluating the best ways to pursue their philanthropic passions. Trusts and foundations often play a strategic role in this planning; however, both require careful evaluation.

Domani Wealth can help. We have experience in coordinating meetings between experienced estate and trust attorneys and professional trustees, allowing our clients to receive a comprehensive evaluation of the advantages and disadvantages before committing to the establishment of a trust or foundation.

Once established, your Domani advisor can assist not only with the investment of your trust or foundation assets, but also with certain administrative and tax-related aspects of such entities. We strive to help our clients create the most practical and efficient way to achieve asset protection and reach their philanthropic goals. Working with our team, you have a reliable partner, helping you feel safe, well-prepared, and supported.

FOR MORE INFORMATION ABOUT TRUST AND FOUNDATION SERVICES, DOWNLOAD OUR SERVICE SHEET OR CONTACT US.

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DEBBIE SHERMAN

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