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.
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