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At ONT Trust we strive to design and implement strategies that are as unique as our clients, using what we call the 3P process.
Protect
There are many things in life we can’t control. Every day brings a certain level of risk. We can manage the impact of these risks by having our business affairs in order. Whether from claims associated with business activities, from frivolous lawsuits, or from extremely unusual and unanticipated catastrophic events, good planning can mitigate and minimize the risk. We work closely with our clients to develop and implement customized strategies to diversify and manage risk, and protect the assets they have worked so hard to accumulate.
Preserve
We work closely with our clients and their advisors to manage their investment and tax planning strategies in order to ensure their assets are not only preserved but continue to grow and thrive. In the global economy we live and work in, it’s important to understand the many options for entity location and structuring that can have a significant impact on the client’s overall investment and tax management plan. Where you hold your investments, and how you hold them, is just as important as what you invest in.
Pass On
It’s a topic that clients don’t often like to talk about, but one that is inevitable for all of us. Failing to have a plan in place can be catastrophic for a client’s family both emotionally and financially. It doesn’t have to be that way. Whether a client wants to implement a multi-generational wealth management plan, donate to a favorite charitable cause, or make lifetime gifts to their family or friends, we can assist in designing and implementing the appropriate strategies to carry out their wishes and define their legacy on their own terms.
ONT no ofrece asesoramiento fiscal en Estados Unidos. Por lo tanto, cualquier discusión sobre asuntos fiscales de EE.UU. contenida en este documento (incluyendo cualquier archivo adjunto) no tiene la intención o está escrita para ser utilizada como tal, y no puede ser utilizada, con el fin de evitar las obligaciones fiscales de EE.UU.
