
Family Planning for families that need multi-generational support in a wide range of services of wealth management.
Family Office Services
Global Trust Wealth recognizes that our clients have different needs for services and sometimes those services may require a more in-depth role than traditional wealth management. Our holistic approach allows for a customization of services to a family group. Below are some examples of Family offices services.
Estate & Trust deployment
Gifting
Trustee Support
Tax Analysis & Execution
Cash Management
Bill Management
Budgeting
Investment Strategies
Charitable Giving
Lending Options