QuickFacts
Answers some of the more frequently asked questions about trust services [ DOWNLOAD ]
Estate and trust planning
Learn about the estate and trust planning services that we offer [ GO ]
Trust Services
Trusts are an important tool for transferring wealth while minimizing tax liabilities,
but one size doesn't fit all. It's important to match the type of trust with
your specific objectives, time horizon and tax situation.
Sound
Capital's trust experts can help you select the type and structure of trust
that meets
your
needs, and provide access to skilled administrators.
Whether you need a trust to pass on wealth to future generations of your family or you wish to leave a charitable legacy while providing present income, our staff can provide you with sophisticated planning guidance and implementation assistance.
Trust Service Key Facts
Trusts are valuable tools for you to better manage your assets. They can help reduce gift and estate taxes as well as maximize wealth passed on to your heirs
Sound Capital enables you to take advantage of trust administration services provided by The Bank of New York's Directed Trust Services Group
You have the ability to have a corporate co-trustee along with your trusted advisor or family member
