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Family Trusts
 As Wealth Managers committed to increasing the wealth of our individual clients, we are naturally suited to provide advice to family trusts with single or multiple beneficiaries. Our experience servicing institutional clients has given us expertise on withdrawal rates, and we can help you manage the disbursement of assets to beneficiaries. We will work with your designated attorneys and trust officers to navigate the complex legal issues that can surround trusts, and we provide custom, responsive, and personalized service that will meet your needs.
Whether you are looking to set up a trust or just seeking an investment advisor, BBFG has considerable experience helping families manage their needs. As fiduciaries, trustees can be assured that our advice is objective and our Wealth Managers will put your interests first.
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