Trust Services
Trust Services, Reimagined
Trust planning is a core pillar of long-term economic wellness. K-Co Finance helps clients create trust strategies that protect what you’ve built, reduce unnecessary friction across generations, and ensure your wealth is managed and transferred in a way that feels seamless and normal.
Why directed trusts?
With a directed trust, you maintain the ability to customize the trust instrument to your distinct family, investment, and estate plan needs, while allowing you to retain your investment advisor. Additionally, these trusts can:
Limit personal liability
Hold many types of traditional or unique assets
Be integrated into your holistic wealth plan