TRUST EXPERTISE FOR FAMILY OFFICES
TRUMPLER WEALTH CONSULTING
has worked with Family Offices, both single and multi-family. Wealthy families are multi-generational, and as such, deal with trusts for the management and control of family assets for younger generations.
The question of trustee selection is ever on the minds of Family Office management, and there are pros and cons to every option, whether individual or family member trustees, attorneys, bank trust departments or independent trust companies. Among the options often considered are a establishing a chartered trust company for the Family Office (especially if an MFO), private labeling through an existing trust company, or establishing
a private trust company, if state statutes permit.
TRUMPLER WEALTH CONSULTING
has the experience and resources to assist families in addressing these issues and to arrive at the best possible solution for each family.