Trusts

 

Trusts

It is important for trust grantors and beneficiaries to connect with someone who understands the family’s priorities as well as the purpose and goals of the trust(s).

Brightworth’s trust management services allow you to work directly with an investment and financial advisor while providing an outsourced third party administrative trustee. Our experience and involvement in the trust management process provides you with the first-class client service you deserve as a beneficiary or trustee of these important assets.

Trusts generally require a detailed understanding of their unique provisions. This includes a comprehensive understanding of both federal and state income tax law and state trust laws that determine how income can be utilized and distributed. Guided by a prudent long-term Investment Policy Statement, our approach provides structured flexibility to reduce risk and enhance returns over the long term.

Our Expert Advisors

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®, CeFT®
Partner in Charge, Retiring Well | Lead Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Lisa Brown, CFP®, CIMA®
Lisa Brown, CFP®, CIMA®, GFP (USA)
Partner in Charge, Corporate Professionals and Executives | Partner | Wealth Advisor

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future." Her straight forward, results oriented approach appeals to the busy professional.

Dave Polstra, CPA, CFP®, CIMA®
Dave Polstra, CPA, CFP®, CIMA®
Partner | Co-Founder | Wealth Advisor

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.