Trusts
It is important for trust grantors and beneficiaries to connect with another human being who understands the family’s priorities and the purpose and goals of the trust(s).
Brightworth’s trust services allow you to work directly with us as your investment and financial advisor while providing an outsourced third party administrative trustee. Our involvement in the trust management process provides you with the first-class client service you deserve as a beneficiary or trustee of these important assets.
Trusts generally require a detailed understanding of their unique provisions. This includes a comprehensive understanding of both federal and state income tax law and state trust laws that determine how corpus and income can be utilized and distributed. Guided by a prudent long-term Investment Policy Statement, our approach provides structured flexibility to reduce correlated risk and enhance returns over the long term.
