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Trusts and Estates

Administering a trust and settling an estate can be complicated and overwhelming. Planning for effective generational transfer of wealth may include adjusting portfolio allocations to minimize taxes, gifting to family or organizations, planning and establishing trusts and more. We will work closely with your attorneys and other advisors to coordinate all of the pieces for an integrated approach. The philosophy that guides our Trusts & Estates practice goes back to the 7 Key Tenets to Successful Long-Term Investing.

We would welcome the opportunity to discuss Armory Capital Management's focus on trusts and estates. Please contact us to arrange an introductory meeting or call.

It’s unwise to pay too much…

But it’s worse to pay too little.  When you pay too much, you lose a little money – that is all.  When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing it was bought to do.  The common law of business balance prohibits paying a little and getting a lot – it can’t be done.  If you deal with the lowest bidder, it is well to add something for the risk you run.  And if you do that, you will have enough to pay for something better.

- John Ruskin (1819-1900)