At Infinance estate management, we appreciate that wealth protection plays as crucial an aspect in an overall financial strategy as growing wealth. Few companies can equal our experience and know-how when customizing estate planning to make sure your wishes for your heirs and possessions are met. From straightforward methods of safeguarding your wealth from creditors to complex strategies to protect wealth for generations to come, our team of trades, along with legal experts, can create and execute the perfect plan to fulfill every wish.

Dashboard location:

• Estate planning
• Will preparation
• Living wills
• Powers of attorney
• Revocable and irrevocable trusts
• Life insurance trusts
• Charitable trusts
• Trust termination
• Gift tax planning
• Buy-sell agreements
• Business succession planning
• Testamentary trusts
• Foundations

Our expertise combined with our planning-led considered investment approach provides an unmatched fully rounded wealth management experience for clients.

Trusts

When creating a trust, the appointment of a trustee is a fundamentally important consideration. Many people do not wish to place this heavy burden on the shoulders of family or friends, or they want to retain professional oversight of the agreement. Infinance estate management, trust services enable clients to fulfill this wish. We facilitate services including trust administration, distributions, and settlement.

We can assist you with your requirements for:

• Asset protection trusts
• Special needs trusts
• Succession planning
• Trust decanting
• Multi-generational trusts
• Corporate trustee requirements

At Infinance, we have the experience and expertize to meet your precise demands, both today and for generations to follow.