A trust is a legal arrangement in which a trustee manages and protects assets for beneficiaries. It is a valuable tool for wealth managers to help clients efficiently preserve and transfer their wealth.

Trusts are integral to estate planning, asset protection, and tax management. They ensure that wealth is distributed according to the client’s wishes and provide a structured method to safeguard assets from legal disputes and creditor claims. By utilizing trusts, wealth managers can develop tailored solutions that protect assets across generations and enhance clients’ control over their financial legacies.

ACWM is dedicated to empowering professionals by providing them with access to practical, real-world trust services. As an association committed to advancing wealth management, we ensure that our members benefit from a deep understanding of trust structures, asset protection, and estate planning. ACWM offers valuable resources and professional support to help members make informed decisions and manage trusts effectively for their clients or personal needs.

Key Topic

Trust Planning

Establishing trusts to safeguard wealth from legal disputes, creditors, and market volatility.

Wealth Transfer

Facilitating efficient asset distribution to beneficiaries through structured trusts and wills.

Legacy Planning

 Ensuring assets are passed down across generations per the settlor’s wishes.

Tax Efficiency

Optimizing tax strategies to minimize the financial burden on the estate and heirs.

Privacy

Maintaining confidentiality by avoiding the public probate process associated with traditional wills.

Flexibility and Continuity

 Enabling seamless asset management during incapacity or after passing, ensuring estates are handled as intended.