“Put not your trust in money, but put your money in trust.”
- Oliver Wendell Holmes
Trust Investment Management
When you become a client of Elysien Private Wealth, you are guaranteed to work with dedicated, experienced and independent trust management professionals: We will focus your needs with the experience of our portfolio manager and our experts in trust, estate, legal and tax services. Our promise to you is that we will work with our team – or yours, to ensure that we are developing a trust wealth management strategy for your specific needs.
We will work with you to prepare an investment policy statement that will adhere to the fiduciary standards required by trust management laws. From there we will target your investment objectives, calculate tax consequences, and review or recommend the proper trust structure for your long term financial planning needs. We will then incorporate your trust structure into your estate plan and investment management needs.
Types of trusts available for investment management services.
- Crummy Trust
- Domestic & International Asset Protection Trust
- Intentionally Defective Trust
- Generation Skipping Trust
- Grantor Retained Trust (GRT)
- Grantor Retained Unitrust (GRUT)
- Grantor Retained Income Trust (GRIT)
- Grantor Retained Annuity Trust (GRAT)
- Qualified Personal Residence Trust (QPRT)
- Intentionally Defective Irrevocable Trust (IDIT)
- Rolling Grantor Retained Annuity Trust
- Irrevocable Life Insurance Trust (ILIT)
- Charitable Remainder Trust (CRT)
- Charitable Lead Trust (CLT)
- Privately Operating Family Foundations
- Family Limited Partnerships
- Personal Trust
- Living Trust
- Private Trust