Trust & Estate Services
Global institutions.
Cutting-edge hedge funds. Industry innovators.
All turn to Peach Financial Service, Group for sales, trading,
and market-making services as we work to find new forms
of investment to generate superior returns.
Modernize trust and estate expertise to ensure your intentions are fully realized. Managing trusts and estates can be complex and lead to family conflict. Trustees and other fiduciaries must navigate complex legal and tax rules, administrative duties, and at times, emotional decisions. Our experts can help alleviate these challenges with objective expertise in a variety of fiduciary roles.
Selecting the right estate planner is important. Not all estate plans are created equally, and an inferior plan can lead to unfulfilled intentions, strained relationships, and wasted time.
Look for someone open to working with your other advisors, such as accountants, investment managers, and additional attorneys. Estate plans often inextricably link with other parts of wealth management, and multi-disciplinary coordination typically produces better results.
Your estate planner is one of the most important service professionals you will need. The good news is that many excellent candidates exist, and with relatively straightforward due diligence, you can find the right fit – both professionally and personally.
Trust
a fiduciary relationship in which one party, known as a trustor, gives another party, the trustee,
the right to hold title to property or assets for the benefit of a third party, the beneficiary
Trustee
a person or firm that holds and administers property or assets for the benefit of a third party
Blind Trust
a type of living trust in which the grantor and beneficiary have no control over or knowledge of the assets in
the trust or how they’re being managed
Unit Trust
an unincorporated mutual fund structure that allows funds to hold assets and provide profits that go straight to
individual unit owners instead of reinvesting them back into the fund
ILIT Trust
a trust that cannot be rescinded, amended, or modified, post creation
Trust Property
assets that have been placed into a fiduciary relationship between a trustor and trustee for a designated beneficiary
Account in Trust
any type of financial account that is opened by an individual and managed by a designated trustee for the benefit of a
third party in accordance with agreed-upon terms
Grantor Retained Annuity Trust (GRAT)
a financial instrument used in estate planning to minimize taxes on large financial gifts to family members
High-Net-Worth Individual (HNWI)
A person or family with liquid assets above a certain figure
