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.