UTL Trustees

Private Trust Services

Family Trust

A family trust is designed to manage and distribute assets within a family for the collective benefit of its members.

Family trusts serve as a comprehensive tool for estate planning, wealth preservation, and ensuring the long-term financial stability of the family unit by creating a structured framework for the management and transfer of family assets.

Who needs this?

Trying to preserve family wealth?

This Trust type might be for you!

BENEFITS

  • Preserves family wealth through clear asset management across generations.
  • Minimizes estate taxes strategically while maximizing assets for beneficiaries.
  • Shields family assets from future adverse/legal claims, thereby enhancing protection.
  • Facilitates smooth transition of family wealth.