Your Legacy

One of the most rewarding aspects of substantial wealth is being able to share it with others. Your Mann International advisor, working with our (or your own) tax professionals, can help develop a plan that enables you to maintain the lifestyle you deserve now while also building a financial legacy.

Estate Planning — A carefully devised estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives.

Mann International provides a range of consulting services to help you and your advisor develop a customized estate plan, including wealth replacement strategies, complete trust services, tax strategies and more.

Trust Services — The professional tax specialists at Mann International have extensive experience with individual trusts as well as living, charitable remainder, life insurance and specialty. They can develop personalized solutions to your specific needs that also provide you with the objectivity and resources of a corporate trustee.

Charitable Giving — When it's strategically executed, charitable giving can not only help the organizations you choose, but can also generate personal tax benefits and advance your overall wealth management plan.

Portfolio Construction In keeping with our due diligence practices, we assess our clients' circumstances, objectives and attitude to risk.

Financial Planning The best financial plan is one that's specifically designed to help you manage issues like cash flow, retirement income, tax strategies and business succession planning.

Retirement Planning For many individuals, the expense of caring for an elderly parent can often overshadow their good intentions of investing for retirement.

Your Mann International advisor can help you accomplish these goals with solutions that include private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds.

Education Funding — The ability to fund a child or grandchild's higher education may be a personally rewarding use of your wealth. Your Mann International advisor can provide you with options for helping those you cherish that include custodian accounts for minors, college savings plans, sophisticated trust solutions and more.