Working through the intricacies of estate planning can be a daunting endeavor. At Westwood Trust, we help clients design legacies that will serve their families and communities for years to come.
We have estate planning professionals who can help you navigate trust and estate administration. We are able to serve as executor and trustee to carry out your wishes. We can also help you express your charitable giving priorities and make decisions on wealth transfer by collaborating with your attorney to document your wishes.
Managing estate taxes can have tremendous impact on a legacy plan
Dividing and distributing assets is often a key concern for clients
Determining an executor or trustee who will carry out your wishes
Expressing a client’s wealth transfer priorities can streamline estate settlement
Navigating trust and estate administration with knowledgeable and experienced staff
We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.
Westwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital platform.
The Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.WHG (1.877.386.3944). Please read the prospectus carefully before investing.
Mutual fund investing involves risk, including the possible loss of principal.