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    Trust Management Excellence
    Secure Your Legacy

    Secure Your Legacy with Bockefeller's Expert Services
  • Trust Bockefeller to Protect
    and Enhance Your Wealth

    Expert Guidance for Trust-Based Wealth Preservation
  • Legacy Planning Simplified
    Transparent and Accountable

    Keeping You Informed and Confident in Your Trust's Performance
Get to know us

Bockefeller -
Your Trusted Guardian of Wealth

We ensure that your assets are managed with the utmost care and precision, adhering strictly to your wishes and legal requirements.
Leading in Trust Management
Our deep understanding of trust laws and regulations surpasses industry standards, and we apply this knowledge diligently in our daily operations to safeguard your legacy.
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Aboutus
Aboutus
Our Services

Explore what services
we are offering

Secure your assets and empower your loved ones with exceptional private trust management.
Private trust
Private Trust
Setup
Private Trust
Setup
Secure your legacy with expert trust creation, from consultation to asset transfer.
Trust administration
Trust
Administration
Trust
Administration
Managing your trust with the highest level of diligence and transparency.
Estate planning
Estate Planning
Assistance
Estate Planning
Assistance
Our team provides strategic guidance on your estate plan.
Legal financial advisory
Legal and Financial
Advisory
Legal and Financial
Advisory
We keep you informed about changes in trust law and regulations.
Company Benefits

Why Choose The Bockefeller Trust?

Building Lasting Legacies with Bockefeller

Here are some compelling reasons why organizations might choose The Bockefeller Trust as a grantmaking partner:
Legacy of Trust
Strategic Focus
Expertise in Specific Areas
Competitive Grant Size
Collaborative Approach
Transparency and Clear Communication
why_us

Your Path to Financial Security
and Trust-Based
Wealth Preservation

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What is a Private Trust?

why_us

A Private Trust is a legal arrangement in which one party, known as the Grantor, transfers control of their assets to another party, known as the Trustee, for the benefit of designated individuals or entities, known as Beneficiaries. This fiduciary relationship is designed to manage and protect the assets according to the Grantor's specific instructions, ensuring that the Beneficiaries receive the intended benefits.
Private Trusts serve as an effective estate planning tool, allowing the Grantor to dictate how their assets should be managed and distributed, both during their lifetime and after their death. The terms of the trust are outlined in a legal document known as the trust deed, which specifies the responsibilities of the Trustee and the rights of the Beneficiaries.
Benefits of a Private Trust:
  • 1) Asset Protection: Assets held in a trust are protected from creditors and legal claims.
  • 2) Estate Planning: Trusts provide a structured way to manage and distribute assets according to the Grantor's wishes, often reducing estate taxes and avoiding probate.
  • 3) Privacy: Unlike wills, trusts are not public documents, ensuring that the details of the trust arrangement and the assets involved remain confidential.
  • 4) Control: The Grantor can set specific conditions for how and when the trust assets are to be distributed to the Beneficiaries.
Types of Private Trusts:
  • 1) Living (Revocable) Trust: This type of trust can be altered or revoked by the Grantor during their lifetime. It provides flexibility and allows the Grantor to retain control over the trust assets.
  • 2) Irrevocable Trust: Once established, this type of trust cannot be easily modified or revoked. It provides greater asset protection and potential tax benefits, as the assets are effectively removed from the Grantor's estate.
* Safeguarding Legacies, Securing Futures
*Expert Guidance for Your Estate Planning Needs
*Empowering Your Financial Journey
* Professionalism, Integrity, Personalized Service
* Building Lasting Legacies with Bockefeller