FOR INDIVIDUALS & FAMILIES
Trust and Foundation
The Opportunity to Pursue and Protect
You want to maximize the protection of your assets.
You also want to pursue philanthropic passions.
As someone with high net worth, you face many financial complexities.
Trusts and foundations may play a strategic role in your financial plans, though they should be carefully evaluated and managed.
- Will my family have what they need?
- How can I best offer support to causes I care about?
- How can I manage what I inherited wisely for the future?
Domani Wealth’s team regularly works with experienced estate and trust attorneys and professional trustees. We help you understand the benefits or drawbacks with a comprehensive evaluation via our trust services.
Once established, Domani Wealth’s advisors can assist not only with the investment of your trust or foundation assets, but also with certain administrative and tax-related aspects. We often act as a guide and protector of our client’s legacy, and we take that level of trust seriously. Domani Wealth strives to empower clients with the most practical and efficient asset protection and philanthropy with our trust services.
Working with our team, you have a reliable partner, helping you feel safe, well-prepared, and supported.
Additional services:
Service Insights
Estate Planning: Should I Set Up a Trust?
When you hear the word ‘trust’ – parents providing income for their children via a trust might come to mind. Trusts can have far-reaching benefits beyond that arena, for families and individuals with many different goals. What is a Trust? Each of us need a legal...
New Financial Advisor: Are You Getting the Best for You?
Many of us have financial advisors – but are you benefitting from the best advice from an experienced advisor? Do you need a new financial advisor? Working with a financial advisor is an intimate experience – you’re trusting the firm or individual with access to your...
