1. Setup an optimized trust structure with corporates governance longevity for generational planning and also provide flexibility to put best best service providers in respective administrative and investment roles.
2. Choose a corporate trustee that would ideally be with family for generates to come.
3. Optimize portfolio yield for trust income beneficiaries.
During a difficult time, our team documented the pro and cons of a captured trustee versus best practice trust arrangement. Ran a request-for-proposal process that led to the family’s selection of a successor co-trustee. A strategic plan was created to memorialize the co-trustees’ roles, responsibilities, fees and other arrangements. Simultaneous with this process, the team integrated estate planning strategies to minimize estate taxes for generations to come.
1. Education on trust structures and optimizing selection process based on client's goals
2. Ran selection process for successor co trustee transition and negotiation pf preferential fees
3. Lead and coordinated professional team (CPA, attorney, successor trustee) to implement and monitor change and ongoing duties
4. Ran investment policy development education and implementation process to fit with client's desired private - public and more entrepreneurial investment mandate.
5. Acted as trusted advisor with choosing and implementing sophisticated estate tax minimization strategies.
6. Designed professional investment policy statement and implemented global, multi asset-class portfolio designed to maximize yield for income trust beneficiaries.
Replacing A Corporate Co-Trustee after Patriarch Passing
Converted to a best practice trust structure for a multi generational family that was seemingly locked in a captured trust arrangement with an underperforming big bracket bank that served as both co-trustee and investment manager.
Investment Services for Private Equity Entrepreneur
A private equity entrepreneur who had created significant wealth wanted to diversify portion of assets in an effort to reduce concentration risk, provide long term legacy plan for his family and to protect and grow capital base.
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Services delivered through Toro West Capital Advisors LLC, an SEC registered investment advisor.
