Why Would You Need a Trust?

Trusts aren't just for inheritance. Explore how rule-based ownership can solve your specific situation.

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By Problem

By Life Event

Popular Use Cases

Asset Protection

Shield personal assets from professional liability and lawsuits

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Elder Protection

Safeguard loved ones with spending rules and family alerts

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Privacy Shield

Reduce public exposure with privacy-forward ownership

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Legacy Planning

Avoid probate and transfer wealth on your terms

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All Use Cases

Global Account

A financial home base that moves with you

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Divorce Protection

Protect assets before life changes

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Business Succession

Ensure smooth business transition across generations

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Freelancer Protection

Separate business income from personal liability

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Education Trust

Fund education with conditions and accountability

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Special Needs Trust

Provide for loved ones without affecting government benefits

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Real Estate Trust

Hold property with privacy and liability protection

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Digital Asset Trust

Secure crypto and digital assets with clear succession rules

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Don't see your situation?

Trusts are flexible. Tell us what you're trying to accomplish and we'll help you figure out if a trust is right for you.

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Not legal advice. Subject to KYC/AML. Availability varies by jurisdiction.

Why Would You Need a Trust?

Popular Use Cases

Asset Protection

Elder Protection

Privacy Shield

Legacy Planning

All Use Cases

Global Account

Divorce Protection

Business Succession

Freelancer Protection

Education Trust

Special Needs Trust

Real Estate Trust

Digital Asset Trust

Don't see your situation?

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