Trust Services
Tap into the rich creative potential of trusts
Preserve, grow and transfer your assets through LNW trust service
Trusts give you much more than a technical capability. In the hands of our dedicated trust services group, they open up excellent opportunities for you to preserve, grow, and transfer your wealth to future generations.
Like the rest of our work for you, our approach to trust services is highly customized to your specific circumstances and goals. Whichever heirs and benefactors you want to provide for, we take great care to suggest the right kind of trust, with the right features and structure for your situation.
We’ll help you evaluate the strategic and tax benefits. Collaborate closely with your estate planning attorney. Serve as trustee or co-trustee. Manage the investments in your trust. And educate and advise your trust beneficiaries.
Learn more about trusts and our LNW trust services group:
Beneficiary services
Our team builds deep relationships with trust beneficiaries and are advocates for their wellbeing. We help them make informed financial choices and help them explore how their goals and aspirations can be supported by the trust.
Family legacy
As your wealth and the generations it supports expand, so does the complexity of coordinating all the moving parts. Through our comprehensive family office support, including estate and tax planning and in-house trust services, we can help you build and leave a thoughtful and lasting legacy.
Trust administration
As trustee or co-trustee, we take on the responsibility of income distributions, expense management, principle and income accounting, tax reporting and the preparation of regulatory documents. And we keep apprised of changing laws and regulations that may impact the administration of the trust.
Trust Services Q&A
The Q&A below gives a general idea of how we can help. The right type of trust for your situation can make a world of difference. We can show you how.
Let’s delve into your specific questions.
Still have questions?
Having served as corporate trustee or co-trustee since 1967, LNW has the deep expertise and care to manage each of your trusts to its highest potential, including in supporting the beneficiaries, minimizing annual taxes and managing trust assets so they continue to grow. Either of the two LNW trust companies can serve as trustee, allowing you more options when it comes to privacy, longevity and control.
Interestingly, how you inherit can be as important as what you inherit. It can affect how you plan for taxes, how you invest, and how you spend. LNW advisors are experts in managing all aspects of inheritances. We’ve been helping families preserve and growth their wealth over many generations, and we know we can help you make the most of yours.
We are both, and this allows us to offer you seamless service across investments, trusts and wealth planning. LNW actually operates two trust companies — one chartered in the state of Washington and the other in South Dakota. We are also registered investment advisors (RIA) regulated by the Securities and Exchange Commission. Across all our operations we serve as a fiduciary, required by law to act in your best interest.
Definitely. The LNW trust services team can advise you, and the attorney(s) drafting the trust documents, on optimal ways for you to fund the trust as well as many other considerations to maximize control, privacy, tax-efficiency and expediency. One of the LNW trust companies would then serve as the trustee or co-trustee to carry out your intent.
What questions do YOU have?
Send us a message at hello@lnwadvisors.com
