Trust And Estate Services
At Out Luke Finance Inc., we understand that significant wealth comes with complex responsibilities, and unique opportunities.
As a high-net-worth individual, your financial legacy is more than just numbers; it’s a reflection of your values, vision, and the life you’ve worked hard to build.
Our Estate and Trust Services are thoughtfully designed to help you safeguard that legacy and ensure a seamless, tax-efficient transfer of assets to future generations.
Unify Your Legacy and Investment Strategy with Our Estate and Trust Services.
- Tax-Efficient Investment Structuring:We align your estate plan with your investment strategy to help minimize capital gains, estate, and gift taxes. Through vehicles such as grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), and charitable remainder trusts (CRTs), we help you achieve long-term tax efficiency while staying invested in what matters most to you.
- Trust-Aligned Portfolio Management:We manage trust assets with the same level of care and strategic foresight as we do your broader portfolio. Our investment philosophy considers risk tolerance, time horizon, and the unique distribution goals of each trust to ensure optimal asset allocation and performance.
- Liquidity and Cash Flow Planning:Estate and trust planning also involves ensuring your portfolio provides appropriate liquidity to meet anticipated obligations such as tax liabilities, charitable donations, or planned distributions—without disrupting your investment growth.
