Legacy, Estate Planning and Giving

Executive Capital enables you to make certain your family’s future and phialanthropic vision is clear and attainable. We partner with the most advanced trust and estate planning attorneys to ensure your personal legacy goals are achieved. Some of the services we provide include:

• Charitable Remainder Trusts
• Charitable Lead Trusts
• Irrevocable Life Insurance Trusts
• Stock Option Charitable Giving
• Donor-Advised Funds

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial