Fiduciary & Trust Services
Executing your family's vision.
When you partner with United Wealth Management, you gain the peace of mind and knowledge that your gifts and legacy will be structured exactly as you desire. We work closely with families and a team of highly-regarded external attorneys and advisors to design and execute plans to manage your estate, both during and after your lifetime. Our team puts globally competitive experience and resources to work with the service of a community bank and looks holistically at your assets and your individual and familial goals to deliver a personalized approach toward wealth preservation and transfer.
Our Strategies and Solutions
We offer a personalized approach to help you manage your wealth that meet your unique needs and goals.
Asset Management, Investment Strategy & Asset Allocation, Comprehensive & Consolidated Performance Reporting, Investment Advice
Estate Planning, Trusts & Wills, Legacy Planning, Business Succession Planning, Gifts During Lifetime, Life Insurance, Asset Protection, Multi-Generational Education, Asset Protection Planning, Special Needs Trust Planning
Charity & Philanthropy
Facilitate Grant Requests, Gifting Strategy, Family Foundations
Family Coordinator, Payroll Processing, Bill Paying Services, Trust Administration, Evaluation of Trust Structures, Real Estate Oversight, Corporate Fiduciary/ Executor
Coordination of Tax Reporting, Filing Tax Returns, Tax Loss Harvesting, Real Estate Structures, Estate Tax Planning, Income Tax Planning
Why You Should Name a Corporate Trustee
Trust relationships may be multi-generational. Individual trustees may need replaced during this time. Utilizing a Corporate Trustee will provide continuity throughout the term of the trust.
Corporate Trustees are familiar with applicable legal requirements, understand the intricacies of a wide range of trust types and can service them efficiently and accurately. United Wealth Management also can leverage our in-house Trust Counsel to address and solve legal issues at no additional cost to you or the Trust.
Disputes may arise in families after the death of a loved one, and individual trustees can be put into extremely tenuous positions; corporate trustees objectively carry out the wishes described in the trust document. Having an impartial third party making decisions in the best interest of the beneficiaries will minimize the risk of not adhering to the wishes of the trust’s creator.
Administering a trust involves responsibilities such as filing tax returns, issuing regular statements and keeping records of trust accounting activity. Family members or other appointed individuals may find these tasks overwhelming and time-consuming.
Corporate Trustees give their full attention to managing trust assets and have access to resources that may not be available to an individual. After discussing financial goals, risk tolerance and long-term objectives, the Corporate Trustee will recommend the most logical investment strategy to meet the needs of the beneficiaries.