Untangling trusts Empowering families

When your trust is clear, your family thrives.

Understand Your Trust

Feel Confident in Your Plan

Protect Your Family

Trusts should support families — not divide them

But they can feel foreign, complicated, and cluttered. Especially when they’re unexpected.

At The Family Enterprise Office, we want to see your trust support and empower your family. Together with Western Reserve Trust Company, our joint team will help you untangle, organize, and understand your trust.

When you’re ready to enjoy the freedom and new opportunities that come with comprehensive trust support services, our team of experts, advisors, and advocates are here to help.

Ready to discover what you can do?

 

Gain clarity on your pressing trust questions, including:

  • Do I have a clear plan for my family’s success? 

  • How does this trust involve me?

  • What do I need to do to make the most of this trust?

  • How does this trust work?

  • What other people are involved?

  • How much money do I get, and when?

  • What are my responsibilities?

  • What am I missing here?

Feel confident in your family’s future with three simple steps

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Plan

We’ll discuss your needs, concerns, and goals — and how our joint team of trust advisors and administrators can help.

Manage

Together with Western Reserve, we’ll oversee every aspect of your trust, including making distributions and tracking every penny.

Thrive

Enjoy the relief and satisfaction that comes from our trustworthy, non-conflicted guidance and comprehensive trust services.

 With our robust trustee and advisory services, and Western Reserve’s sophisticated trust administration and tracking system, your trust can add to your family’s success— not detract from it.

 

Stronger families and better decisions start with The Family Enterprise Office

 

 
 

Four Pitfalls of Trust Ownership and How to Avoid Them.

Download this free guide to learn more about the biggest risks that threaten your trust — and your future.