Trust
Is your spouse recently deceased, and you need help managing your family finances?
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Trust Client Profile
Details:
- Husband is recently deceased and Wife is not interested in managing family finances
- Blended family with adult children on both sides
- $3 million in investable assets, plus family home
- Trusts are in place to benefit Wife, and ultimately children
Goals:
- Peace of mind for Mom — relieve stress
- Professional trust management for Wife and future generations
- Trusted, unbiased advice
Solutions:
- Country Club Trust Company as successor trustee
- Customized investment plan, high-touch client service
- Ensure the estate plan put in place by Mom & Dad is carried out