At Reliance Trust, our legacy planning process goes beyond the traditional focus on money and taxes. We makesure that families define a family vision that encompasses not only their assets, but prepares heirs for those assets. Legacy planning can help you discover ways to use the resources and experiences you have accumulated in life to make a lasting impression on those you love and the causes you value.
Most wealthy families already have a group of advisors in place to help with their investment and tax-saving strategies. Our purpose is not to create competition for the family’s trusted advisors but instead to collaboratively align their talents and energies with the overarching family vision.
Through our subsidiary, Reliance Trust Company of Delaware, we are able to take advantage of the numerous benefits of Delaware trust law including dynasty trusts, which are an attractive option when developing your legacy plan.