Comprehensive Funding for Trusts, Foundations, and Business Entities
Our Approach
Through our Legacy Engineering™ process, we ensure that every part of your plan—from trusts and foundations to business entities—is properly funded and aligned. By taking a holistic approach, we eliminate gaps, reduce risks, and ensure your legacy plan functions seamlessly.
The Challenge
Without proper funding, even the most carefully designed trusts or structures can fail to achieve their goals. Families often face delays, legal challenges, and unnecessary costs when assets are not properly titled or integrated.
- Trust Funding: Ensure all eligible assets, such as real estate and investments, are properly titled to align with your trusts.
- Foundation Funding: Align charitable contributions and assets to ensure your foundation can fulfill its mission.
- Business Entity Funding: Structure and title business interests to protect ownership and enable smooth succession.
- Gap Identification: Review all assets to identify and address missing or improperly titled elements.
- Coordination Across Teams: Work with financial advisors, CPAs, and other professionals to streamline the funding process.
Start Your Legacy Journey
In 3 Simple Steps
Let’s Ensure Every Asset Aligns with Your Legacy Plan
Proper funding is essential for a successful legacy plan. Through our Legacy Engineering™ process, we ensure that every asset—from trusts and foundations to business entities—is securely aligned with your vision, giving you peace of mind that your plan will work as intended.