Protecting your wealth for today and for future generations
Setting up a trust can play an important role in estate planning. It allows you to transfer assets to an individual or charitable organisation and maintain control over how the assets are used, whether it’s during your lifetime (inter vivos trust) or through your Will (testamentary trust). The assets are held by a third party, the trustee.
If you’re considering setting up a trust, it can also be an effective way to provide income for yourself and future generations, while reducing taxes, costs and delays when it comes to distributing the assets to your beneficiaries.
Whether you’re establishing a trust for yourself or have been named a trustee, we can help protect the interests and requirements of the trust—through our experience and expertise in all aspects of trust management.
**Please note: Depending on your citizenship or domicile, some products and services may not be available to you or may only be available to you from certain RBC Wealth Management offices. A suitability assessment may be required. Please contact your financial advisor for more details.