Trusts > Strategy & Analysis
Trust Strategy & Analysis
Our commitment goes beyond simply managing investments.
Every family has its own goals and complexities that require unique solutions.
Safeguarding your legacy requires a carefully considered family trust strategy. At Forrest Financial Partners, we work closely with your estate attorney to offer a comprehensive approach to trust strategy and analysis, ensuring your wealth is managed and distributed according to your vision, across generations.
- Estate Planning
- Goal Mapping
- Scenario Analysis
- Trust Analysis
- Team Approach
Beyond Investment Management
Our commitment extends beyond just investment management. We serve as a trusted advisor, guiding you through the complexities of trust administration and providing valuable insights into wealth preservation strategies. Our goal is to empower you to make informed decisions about your future with confidence.
1
Family Goal Setting
Envisioning your short-term and long-term future is the first step in determining how to structure your trusts. We help you define and prioritize your goals, determine the achievability, and identify the success conditions. Setting and visualizing your goals is a key component in long-term success.
2
Selection of trust type
We work closely with your estate attorney to explore different types of trusts, such as revocable living trusts, irrevocable trusts, charitable trusts, and generation-skipping trusts, to determine the best fit for your family’s needs.
3
Establishing distribution plans
We work with your attorney to define clear guidelines for wealth distribution, ensuring your wishes are carried out while minimizing potential conflict or confusion. We take a top-down approach, helping you determine the correct distribution to fulfill your family’s goals while also remaining in compliance with the trust structure.
4
Designing asset allocation
We advise on appropriate investments and asset allocation strategies to ensure your trust can weather market volatility and generate long-term growth. We take a diligent approach to portfolio construction, identifying the right mix of volatility and returns to enable a sustainable long-term distribution.
5
Portfolio management
We actively monitor and manage the trust portfolio to ensure that it’s always on track. We adjust for changing market conditions, implement strategic portfolio overlays as needed, and ensure the portfolio has sufficient liquidity to meet distribution needs.
6
Transparent Communication
We believe in fostering open and transparent relationships with our clients. We provide regular updates on your portfolio performance and keep you informed of any investment decisions we make, and act as trusted advisors for any changes that may arise.