Foundations & Trusts
Legacy Planning
There may come a time in your life when you consider the impact of your legacy, what you will leave for others, and some of the tools available for smart planning. A couple of the tools you might consider include foundations and trusts.
Legacy Options
Foundations
The licensed professionals at Copper Leaf Financial offer consulting and management services for foundations and other nonprofit organizations.
Since we strive to help our clients best execute their responsibilities, we have a team in place with the right experience. We can assist Boards of Directors in their roles as fiduciaries to develop Investment Policy Statements to document and guide the investment management process.
Trusts
We have the ability to deliver fully integrated administrative trust services.
Listed below are the types of accounts we administer:
- Revocable or Living Trusts
- Irrevocable Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Special Needs Trusts
- Life Insurance Trusts
- Private Foundations
- Guardianships
- Family Office Group
Resources
We believe your entire financial plan should reflect who you are and what is important to you.
Related Services
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Legacy Planning
There may come a time in your life when you consider the impact of your legacy, what you will leave for others, and some of the tools available for smart planning. A couple of the tools you might consider include foundations and trusts.
Legacy Options
The licensed professionals at Copper Leaf Financial offer consulting and management services for foundations and other nonprofit organizations.
Since we strive to help our clients best execute their responsibilities, we have a team in place with the right experience. We can assist Boards of Directors in their roles as fiduciaries to develop Investment Policy Statements to document and guide the investment management process.
We have the ability to deliver fully integrated administrative trust services.
