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