Settlement and Settlement Preservation Trusts
Settlement and Settlement Preservation Trusts
A legal settlement and award can feel like closure, and an opportunity to move past a traumatic or life-altering event such as a personal injury. A settlement trust can help protect these awarded funds and ensure long-term security and proper lifetime financial support for beneficiaries.
Altruist™ specializes in assisting attorneys in the creation of settlement trusts and once established, provides expert administration of these trusts. We help to provide beneficiaries with the financial security and peace of mind to know their funds are protected, and that these financial assets will be there to support them throughout the course of their life, and beyond.
Ensuring Funds Grow Over Time
As part of our comprehensive trust management solutions, Altruist™ provides financial and life planning services that are designed to grow trust assets over time and meet the beneficiary’s life and financial goals. Our investment services are rooted in the fiduciary principles set forth in our founder’s Accredited Investment Fiduciary™ (AIF) designation. We are dedicated to empowering our clients with the tools, knowledge, and support necessary to make informed and strategic financial decisions, with our expert team working tirelessly behind the scenes to mitigate risks and capitalize on opportunities, ensuring each beneficiary’s financial assets not only grow but also thrive and work for them, now and for future generations.
Altruist’s™ trust managers are experts in the administration of settlement and settlement preservation trusts. Count on our knowledge, and caring approach to ensure your trust is managed at the highest standards and your needs, desires and goals are addressed every step of the way.