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Family Meetings

Peak Trust Company|December 4, 2019

We address in this Webinar the need for family meetings and legacy planning. Throughout this video, we talk about the client experience and survey results, the cost of conflict avoidance, the problem with traditional planning, family culture, and more.

https://www.youtube.com/watch?v=C-GotxM_LJU
This entry was posted in Webinars and tagged Legacy Planning on December 4, 2019 by Peak Trust Company.

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Who We Serve

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  • Families
  • Financial Advisors

Services

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  • Delegated Trust
  • Irrevocable Life Insurance Trust
  • Trusteed IRA
  • Self-Directed IRA
  • Custodial Services
  • Donor – Advised Fund
  • Family Legacy & Generational Planning
  • Private Foundation Services
  • Personal Representative Services

Process

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  • Jurisdictions
  • Sample Trusts

Jurisdictions

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