Trusts

 

Trusts
It is important for trust grantors and beneficiaries to connect with someone who understands the family’s priorities as well as the purpose and goals of the trust(s).

Brightworth’s trust management services allow you to work directly with an investment and financial advisor while providing an outsourced third party administrative trustee. Our experience and 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 income can be utilized and distributed. Guided by a prudent long-term Investment Policy Statement, our approach provides structured flexibility to reduce risk and enhance returns over the long term.

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Our Expert Advisors

Nathan Corbitt, CPA, CFA, CFP®
Wealth Advisor

Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.

Annika Cushnie, CFP®, CIMA®
Partner | Wealth Advisor

Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.

Charlie Jordan, CPA, CFP®
Partner | Wealth Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.