Dynasty Trust
Create a multi-generational trust that preserves wealth for your descendants without estate taxes
How It Works
You establish an irrevocable trust in a favorable jurisdiction (often Delaware, Nevada, or South Dakota)
You fund the trust with appreciated assets up to your lifetime gift exemption
The trust benefits multiple generations of descendants without triggering estate taxes
Trust assets compound tax-efficiently across generations, staying outside each heir’s estate
Key Benefits
Multi-Generation Impact
Wealth compounds for children, grandchildren, and beyond without estate tax
Asset Protection
Trust assets protected from creditors, divorce, and lawsuits for all beneficiaries
Family Control
Structure distributions and governance to align with family values
Who This Is For
High-net-worth families ($10M+) focused on creating lasting family wealth that spans multiple generations. Best for those with significant unrealized gains and long-term vision.
By The Numbers
100%
Estate Tax Avoided
$10M
Minimum Position
999 years
Trust Duration
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