Purposeful Trusts

A FAST is a financial vehicle designed to support families in achieving long-term economic stability and sustainability. These trusts can provide resources for education, healthcare, and housing, ensuring that families can thrive and maintain their well-being over generations. They can also be used to fund values-based family facilitation meetings.

A FP trust is a financial arrangement aimed at protecting agricultural land from development, ensuring it remains available for farming. This trust often provides funding or incentives to farmers to maintain their land and sustainable practices, preserving rural landscapes and food production.

An EC trust is a permanent fund established to provide financial support for a specific charitable purpose, with the principal amount invested to generate income over time. This income is then used to fund grants or initiatives, ensuring ongoing support for the designated cause.

A GW trust is a financial structure that prioritizes the distribution of assets based on the values and needs of different generations within a family or organization. This type of trust aims to align financial support with the evolving goals and principles of successive generations, fostering long-term stewardship and engagement. 

A FB trust is a financial arrangement that allows family members to pool resources and provide loans or financial support to one another, often to fund education, business ventures, or other signficant expenses. This trust helps manage family wealth across generations while fostering financial literacy and responsibility among members. 

A super ILIT is a specialized estate planning tool that holds life insurance policies while prioritizing the family's values and philanthropic goals. It allows for the tax-efficient transfer of wealth to beneficiaries while integrating charitable intentions and the family's guiding principles into the trust's management and distributions.

An AP trust is a legal structure designed to safeguard a family's assets from creditors, lawsuits, or financial risks while also reflecting the family's values and philanthropic goals. This trust allows for strategic management and distribution of assets, ensuring both protection and alignment with the family's principles.

A FH trust is designed to preserve and pass down a family's cultural, ethical, and historical values through its financial assets. It ensures that the management and distribution of wealth aligns with the family's legacy, fostering a strong sense of identity and responsibility among future generations. 

A HP trust is a legal arrangement that aims to protect a family's legacy residential property and preserve it for future generations, aligning with the family's values around home and heritage. This trust helps ensure that the property remains within the family, safeguarding it from creditors or external claims while promoting long-term stability and connection to their roots.

SS trusts are trusts where the individual who creates the trust also serves as a beneficiary, allowing them to retain some control over the assets while aligning distributions with their personal values and goals. These trusts aim to balance asset protection and the fulfillment of the individual's philanthropic or family-oriented aspirations.

A SN trust is designed to provide financial suppport for individuals with disabilities while preserving their eligibility for government benefits. This trust ensures that the individual's needs are met in alignment with the family's values, promoting independence and quality of life without jeopardizing essential assistance programs. 

FS trusts are designed to provide financial support to a surviving spouse while maintaining the flexibility to adapt to changing family circumstances and values. This type of trust ensures that the surviving spouse has access to resources while preserving the principal for future generations, reflecting the family's long-term goals and values.