The IFSA Experts team helps clients create the type of trust that is most beneficial to their particular circumstances, whether this entails ensuring financial security for a spouse or future generations, or the implementation of personalized wealth transfer strategies. Through our trusted professional investment services, we are able to provide the expertise to structure and manage our clients’ trusts, protecting the real value of their assets throughout their lifetime.
Our team acknowledges the hard work that goes into building and sustaining wealth, as well as the complexities involved in preserving that wealth for passing on to future generations. As such, our wealth strategies team is dedicated to assisting our clients and their dependents along each step of this delicate process, aimed at creating a solid, lifelong legacy based on each individual’s personal financial objectives and values.
We are able to construct customized trusts, and provide expertise in areas such as charitable, estate and financial planning, and tax reduction. The areas on which we offer guidance also include:
- Trust administration and dispute resolution
- Legal and Tax advice
- Effective tax and Insurance planning
- Professional Asset Management
- Custodian Services
- Financial security
- Usability of assets
Upon creation of the trust, we then carefully fulfill all trust provisions, always operating in the best interests of the beneficiaries to defend, transfer and grow their assets.