What We Do:
Strategic Partners

The Situation: Complex, Sub-Optimal

Trusts are an essential but complex mechanism designed to protect and preserve assets. Notably, not all trusts are the same; thus, optimally serving your client requires specialized experience and proven methods to structure and administer a tailor-made irrevocable trust. It requires a trustee and trust management approach that complements, not replaces, the financial leadership you deliver to your clients today.

Your client qualifies for such a trust when they want to . . .

• Avoid estate taxes when their net-worth exceeds allowed exemptions & minimize personal income taxes;
• Fortify their asset protection;
• Preserve their wealth through multiple generations;
• Increase their anonymity;
• Professionally manage  their trust versus burden a family member or friend; and
• Escape the impersonable, by-committee disadvantages of  institutional trust management.

Your ineligibility to serve as trustee requires that you engage the right partner who works intimately with you in the best interest of the client. However, finding the right partner is seemingly impossible . . . until now.

The Solution: Infinite Trust

Infinite Trust is dedicated to a professional, distinct approach to trust management. We:

• Combine an established estate planning law firm with a specialized CPA firm in the development of innovative, strategic tax strategies.
• Recognize that each client is unique, thus . . .
  • Avoid the “one-size-fits-all” approach most institutional firms employ; and
  • Architect & deliver a personalized, high-quality trust management experience for your clients.
• Augment your capabilities via a “personal family office” that combines the power of your wealth management expertise with that of a pedigreed estate planning attorney and CPA.
• Structure the trust correctly the first time, aligning trust services to the long-term interests of the client.
• Ensure that you and your client have full access to the portfolio of assets, accounts, and interests directly.

The Benefits: Differentiated

Partnering with Infinite Trust delivers differentiated benefits to you and your client.

For you, we . . .

• Don’t compete – we complement, strategically partnering with you and others trusted by the client.
• Protect your Assets Under Management – by creating advanced solutions for high net-worth clients.
• Create a “personal family office” option – where you continue managing investment-related services.

For your client, we . . .

• Deliver the benefits of a private trustee and exclusive trust administration services usually reserved for private family offices.
• Focus on personalized client service, engaging locally with no automated call centers.
• Calm the chaos associated with life events.
• Amplify the anonymity of your clients.