What We Do:
Clients

The Situation: You’re Not Fully Protected

Trusts are an essential but complex mechanism designed to protect your wealth and preserve your assets. However, not all trusts are structured and administered the same. Delivering on the full potential of a trust requires an intimate understanding of your needs, specialized experience, proven methods, and the ability to architect a tailored structure aligned with your expectations. Most importantly, it requires a trustee and trust management approach that complements and elevates the benefits you receive from the financial professionals you trust.

You need such a trust when you’re looking to . . .

• Avoid estate taxes by optimally leveraging current tax exemption provisions & minimize personal income taxes;
• Protect your assets and preserve your wealth across multiple generations;
• Amplify your anonymity;
• Leverage pedigreed trust management expertise; and
• Escape the impersonable, by-committee disadvantages of  institutional trust management.

So, engaging the right trustee and trust management firm is vital to preserving your wealth. This is why Infinite Trust exists.

The Solution: Infinite Trust

Infinite Trust is different. We’re dedicated to a professional, distinct approach to trust management. Specifically, we . . .

• Combine an established estate planning law practice with a specialized CPA firm in the development of innovative, strategic tax strategies.
• Collaborate with your existing wealth advisors, combining the power of your trusted financial team with that of a pedigreed estate planning attorney and CPA.
• Avoid the “trust committee” approach most large institutional firms impose on clients like you.
• Architect & deliver a personalized, high-quality trust management experience.
• Structure the trust correctly the first time.
• Ensure you have full “anytime-anywhere” access to your assets through a named Infinite Trust executive with no automated customer service line or call centers.
• Charge only for trust-specific assets – not those considered to be personal (e.g., your home).

The Benefits: Differentiated

As a client of Infinite Trust, you are part of our family – like other family members, you and your family benefit in unique ways. For you, we . . .

• Deliver the benefits of a private trustee and exclusive trust administration services.
• Provide flexible, instant access to your assets without the hassle of committees or institutional barriers.
• Preserve your wealth, protect your assets, optimize your taxes, while faithfully guarding your anonymity.
• Free family members from the burden of being a trustee.
• Strengthen your financial position by teaming with your existing legal and financial professionals.
• Produce comprehensive financial statements representing your personal and trust-specific assets.
• Don’t nickel-and-dime you – we apply a simple fee structure comprehending trustee and trust administration fees.