Do you want to build your assets and preserve them for future generations? Are you looking for ways to minimize your tax burden as you distribute your assets? Is providing for certain charities important to you?

Managing substantial assets can demand a great amount of time and expertise. This is why for nearly eight decades families have turned to the Whitney for help. In addition to investment management, there are many other services to consider. And depending on your situation, a Whitney Trust & Wealth Management advisor may recommend one or more of the following arrangements:

		A Revocable Living Trust can help you manage your wealth during your lifetime and can provide care for you should you become incapacitated
		A Trust Under Your Will allows a trustee to manage your wealth and provide benefits, as you direct, to your spouse and heirs
		A Charitable Trust lets you to make gifts to charities that are important to you, while generating significant tax savings and providing benefits to you and your family
		Estate Settlement - by acting as executor of your will, we can navigate the complex steps necessary to administer your estate, preserve your assets and distribute them according to your wishes

A Commitment to Personal Service

Because each client has unique needs, a Whitney Trust & Wealth Management advisor works closely with you throughout the implementation of your trust plan, wealth plan, including a full assessment of your needs. Your plan will offer flexibility and control, while helping manage wealth and providing for future generations.

To find out more, please call us at 1-800-651-9227 or contact a local Trust & Wealth Management advisor .

IMPORTANT NOTICE
Investors should know that investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value