High Net Worth Families

At Bent Tree Trust Advisors, we serve multigenerational families who want to maximize wealth transfer and minimize taxes using innovative trusts and estate planning strategies. We have found through the years that often even CPAs and estate planning attorneys don’t know about specific trusts that can minimize or even eliminate capital gains or estate taxes. This piece of the tax mitigation puzzle can make a huge difference when it comes to your family’s wealth now and through the generations. We bring all of the heirs and stakeholders into the planning stage early so they understand the big picture.

As a fee-based fiduciary financial advisory firm, we collaborate and coordinate all the various advisors and disciplines to help ensure that everything gets communicated. We also work with your CPAs to help ensure that your tax return is done accurately every year, while looking ahead to reduce taxable income in the future. The kind of work we do takes time and a lot of analysis, but we are dedicated to our clients for the long haul. Our clients and their family members become our personal friends, and our goal is that there are no surprises. There is complete transparency about all fees, anticipated returns, and costs.