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Serving Families in Perpetuity
A private asset protection company is a specialized organization dedicated to providing private trust and fiduciary services to single family groups. Its main objective is to reduce tax liabilities and offer protection against potential threats such as creditor actions, divorce proceedings, legal suits, and court judgments.
About Us
Welcome to TrustBridge Group, where safeguarding your wealth and assets is our top priority. We offer tailored protection solutions through our expertise in creating and administering private trusts, wealth transfer planning and coordination, asset management and back-office support, private and corporate retirement packages, in addition to life insurance products such as Indexed Universal Life, Term LB’s (Living Benefits,) and Annuity services.
Our asset protection services start with a thorough understanding of the threats you face and the assets you want to protect. We work closely with you to identify your assets and their value, and to create a comprehensive asset protection plan that meets your long-term goals. We use legal asset protection methods that have been put to the test for more than 30 years. Whether you're looking to mitigate tax obligations or protect your family business built over generations, our team has the knowledge and experience to guide you through the complex process of establishing a private trust that meets your unique needs, while giving you the control you want.
One of the key benefits of a private trust is the ability to retain a degree of control, including the oversight of your assets or business. At TrustBridge Group, we work with you to determine which private and legal tools offer the appropriate levels of protection for your needs, and we provide personalized service to ensure that your asset protection strategy is comprehensive and effective.
Our commitment to our clients is unwavering. We are dedicated to providing the highest level of personalized service and working closely with you to create a comprehensive asset protection strategy. Our team is passionate about helping you protect your wealth and ensuring your financial security for generations to come. Contact us today to learn more about how we can help you achieve your financial goals.
Our Services
Choosing a Protection Strategy
Private trust companies (“PTC”s) offer many advantages to families in the management of irrevocable trusts used for estate planning and, in the context of family businesses, a vehicle for succession planning. These benefits include:
Private Trust Companies
A PTC structure can be a focal point for a trust structure. Our global team can provide guidance and experience in the establishment and management of a PTC.
As more and more states enact legislation to encourage private trust companies (PTCs), these structures are gaining in popularity. For families who hold family businesses, have active investment- oriented family offices, or who are simply frustrated by the constant turnover and service limitations of their institutional fiduciaries, the private trust company offers a unique opportunity to further both the estate planning as well as the family governance aspects of their wealth management plans. However, the path from choosing to pursue a private trust company charter to actual operation can be full of challenges for families who fail to address substantive operational and governance issues up front. This article provides a brief overview of the PTC landscape and attempts to lay out some of the pros and cons of this structure.
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Benefits of a Private Trust Company
Avoiding trusteeship changes
PTCs avoid the need for future changes of trusteeship. Instead, only the management agreement between the PTC and the licensed administrator would need to be terminated and a new agreement entered in to.
Trustee liability
Professional trustees are always aware of their liability. As a result, professional trustees are reluctant to take ownership of assets or participate in ventures where substantial risk may be present.
Family control
PTCs mean that you, and your family members, have more control over trust affairs without compromising the validity of the family trusts.
Philanthropy
PTCs can make confidential philanthropic payments whilst ensuring the person managing the structure understands their thought process in providing for such causes.
Confidentiality
Ownership of the structure can remain confidential when structured with the use of, for example, a purpose trust.
Flexibility
PTCs are likely to be more flexible and agile when dealing with trust assets, as well as easier to manage.
Client Testimonials
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Name, Title
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Name, Title
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Contact Info
Monday - Friday: 10am - 4pm EST
Saturday - Sunday: Closed