Trusts

Prowell Financial Management (PFM) specializes in assisting owners of private corporations and their families. We know owners of private companies face challenges uniquely different from those of public companies. Wealth transition is one of them.

Trusts allow families to side-step many of the messier aspects of estate transitions such as excessive taxes, probate, and preventable family squabbles. Trusts can offer protection and control on many levels if set up correctly. There are many types of trusts and accompanying techniques that facilitate smooth wealth transfer. In tandem with your attorney, we can help you navigate trust options for the best outcome.

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We can assist with all of the following:

  • Basic Wealth Transfer Strategies

  • Grantor Retained Annuity Trusts (GRAT)

  • Grantor Trusts 

  • Qualified Personal Residence Trusts (QPRT)

  • Irrevocable Life Insurance Trusts (ILIT)    

  • Charitable Remainder Trusts

  • Charitable Lead Trusts