Prizm Financial Group

909-456-8095

Trust and Endowments


Trust

A trust is an important part of a financial and estate plan. We recognize that a trustee's role is more complex now that ever before.

Investment choices have become more sophisticated.

An individualized Trust Investment Policy Statement is developed to guide all parties in their roles and responsibilities.

Longevity concerns have made distribution decisions and more complex.

Trustees are often required to handle multiple requests from beneficiaries for monetary or in-kind distributions. We can help trustees understand many of the more complex requirements.

Emotionally charged family situations can affect sound decision-making.

Conflicting opinions by family members without access to all of the facts and provisions under a Trust can put trustees in a difficult situation. Assistance is available for trustees who find themselves in these circumstances.

Endowments

Endowment Trustees have a unique responsibility to uphold the wishes of donors who desire to leave a lasting legacy.


 

 
 

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