Private Client Services

Trust & Estate

As the wealth of a family grows, typically so does the number of estate planning strategies they could consider for minimizing wealth transfer taxes. How do you effectively reduce the taxable estate of the grantor and simultaneously build wealth of the desired beneficiaries? At Cross Creek Financial, our approach around asset allocation and wealth transfer can provide insight into the range of wealth outcomes, trade-offs, and overall tax savings that can be realized. We provide financial leadership for our clients, by building a team of specialist and resources to evaluate your specific planning focus as we assist you through the maze of the estate planning options.

Cross Creek Financial will also review various areas of planning, including some of the more specialized estate planning techniques such as private foundations, family limited partnerships, charitable remainder unit trusts (CRUTs), grantor retained annuity trusts (GRATs) or other options. We believe a comprehensive documentary review of a client's will, trust, or other matters pertaining to ongoing estate management should be done as your life and family evolve, and by someone who understands your needs and objectives. We understand the responsibilities of a trust and can help you manage your trust and estate assets with confidence through

Ability to act as a independent investment adviser and assist with your estate planning objective and analysis
Professional investment management services and third-party due diligence
Fiduciary risk management expertise
Leadership access to a trust and estate network of specialist to assist with expertise of given objectives
Consultant to the attorney process