Trust & Estate

Accomplishing your goals, both financial and non-financial, is critical. With your priorities as our guide, we create sophisticated wealth transfer strategies that allow you to maintain your lifestyle while providing for your loved ones and community.

Experience in Implementing Trust Solutions

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or looking for a way to safeguard personal and professional assets from liability, your AlphaBridge Fianance Advisors will work with your attorney, accountant and other outside advisors, as well as our Wealth Strategist to provide advice and help to implement an appropriate trust strategy to meet your specific needs, including:

  • Asset Protection Trusts
  • Dynasty Trusts
  • Revocable or Irrevocable Trusts
  • Charitable Remainder Trusts
  • Custody Services
  • Estate Settlement Services
  • Comprehensive Trust & Estate Services

We can administer trusts and estates in all jurisdictions. Additionally, we offer a range of creative and flexible trust solutions through Trust Companies, including Asset Protection Trust and Dynasty Trust Services. Working with clients and professional advisors, we can help you and your family achieve many important financial goals during your lifetime and secure a legacy for your descendants.

  • Directed Trust Planning Services
  • Asset Protection Trusts
  • Dynasty Trusts

Trusts are flexible tools that can help ensure your wealth is preserved, protected and distributed as you intend. Whether you already have a trust or are in the process of setting one up, it’s important to select the right trustee to oversee it. And since a trust can last for many years, you need to know that your trustee will be around for years to come and has the expertise, time and dedication to carry out the long-term obligations of their position. AlphaBridge Finance was built for permanence from the very beginning through our partnership model.