Trust Services
Tap into the rich creative potential of trusts
Preserve, grow and transfer your assets through LNW trust service
Trusts give you much more than a technical capability. In the hands of our dedicated trust services group, they open up excellent opportunities for you to preserve, grow, and transfer your wealth to future generations.
Like the rest of our work for you, our approach to trust services is highly customized to your specific circumstances and goals. Whichever heirs and benefactors you want to provide for, we take great care to suggest the right kind of trust, with the right features and structure for your situation.
We’ll help you evaluate the strategic and tax benefits. Collaborate closely with your estate planning attorney. Serve as trustee or co-trustee. Manage the investments in your trust. And educate and advise your trust beneficiaries.
Learn more about trusts and our LNW trust services group:
Beneficiary services
Our team builds deep relationships with trust beneficiaries and are advocates for their wellbeing. We help them make informed financial choices and help them explore how their goals and aspirations can be supported by the trust.
Family legacy
As your wealth and the generations it supports expand, so does the complexity of coordinating all the moving parts. Through our comprehensive family office support, including estate and tax planning and in-house trust services, we can help you build and leave a thoughtful and lasting legacy.
Trust administration
As trustee or co-trustee, we take on the responsibility of income distributions, expense management, principle and income accounting, tax reporting and the preparation of regulatory documents. And we keep apprised of changing laws and regulations that may impact the administration of the trust.
