OUR SERVICES
Trust & Estate Planning
The goal for some individuals is to preserve and transfer their wealth for future generations or to develop a philanthropic plan. Many establish trusts to minimize estate taxes and control how assets are distributed. River Wealth Advisors can analyze the benefits of various estate planning strategies and work hand-in-hand with your attorney to help establish a trust through our partner, Bridgeford Trust Company.
As an independent, full-service trust company with South Dakota Trust powers, Bridgeford Trust Company provides trust and fiduciary services to domestic and international families across the country and around the world. By deliberately selecting South Dakota over other top tier U.S. trust jurisdictions for its trust charter, Bridgeford Trust Company leverages that state’s industry-leading modern trust laws and represents a new and emerging wealth management service paradigm built around delivering direction and control to settlors of trusts, beneficiaries, and their advisors. Click here for an educational piece about many of the powerful planning tools available through our partnership with Bridgeford Trust.
River Wealth Advisors is neither a law firm or an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit River Wealth Advisors (“RWA’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. RWA will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
River Wealth Advisors and Bridgford Trust Company are not affiliated. By clicking the link above, you will be leaving RWA’s website. Third-party sites that are directly or indirectly linked to may collect information, including personal information relating to users’ online activities over time and across different websites and other online services. RWA does not control a third-party’s collection or use of personal information or tracking technologies.