Byline Wealth advisors can help you figure out if a trust might be right for you. Depending on your family situation, establishing a trust can offer you and your family:
A trust assures that you direct how your property (i.e., stocks, bonds, real estate or cash) is distributed. Trusts also provide guidance and protection for you and your beneficiaries when unexpected financial needs arise.
A trust plan may also create substantial tax savings. Assets placed in a properly drafted trust may avoid taxation for your spouse, children and future generations.*
Investment Management & Safekeeping
Byline Bank will relieve you or your beneficiaries of the day-to-day management and administration of your assets.