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Legacy and estate planning is all about protecting your loved ones. It is a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death.
Choosing the right strategy and plan can provide security for you, your family and your business. Legacy planning helps to ensure your wealth is distributed among your loved ones as you intended – fairly and efficiently without any stress. These affairs are usually planned and organized by a WT’s financial advisor.
As a high net worth individual, you are probably facing complex estate planning challenges. Perhaps you own assets in multiple countries or in a country that imposes high taxes. Or, if your heirs live abroad, you may need to plan for tax and ownership issues in their country of residence.
Willor Trust Advantages
In our practice, we emphasize objectivity and take a very cost-efficient approach to intelligent investment selection and management. Our investment style is active management. We do not subject our client to the hidden fees often found in mutual funds, limited partnerships, or other “packaged” products. Instead, we will analyze your financial needs and help you regain control of your finances through a personalized portfolio of equities and exchange-traded funds (ETF’s).
It is our responsibility to you, as our client, to develop a personal investment plan, to monitor and manage the performance results of your portfolio, and report your account performance regularly. We conduct an annual review of your accounts, consistently considering your changing needs. We are a fee-based asset manager.
All advice, services, and ongoing asset management are included in a nominal flat rate, thereby eliminating all commission incentives, in-house sale gimmicks, or referral fees. Rest assured, your financial future, peace of mind, and best interests are always our primary focus!.
Who Qualifies?
In order to best serve our clients’ needs through personalized attention and services, our minimum investment per account is EUR 2,500,000.
This minimum may be reduced in select situations.
Free Consultation
We know that every client’s goals are different. Therefore, we know that it is important to individualize our services for each client to achieve optimal results. We offer a free consultation where we analyze your current financial situation as well as future goals and provide recommendations on how we may make improvements, take advantage of available opportunities, and help insure that your financial and retirement future will be bright. Contact us today to schedule your consultation and start working toward your ideal financial future!
