Objective | Goal
Invest today to aim for your future goals.
Preserve Your Legacy through
Trust & Estate Accounts
Trust or estate accounts are investment accounts that are established with the intent to serve in the best interest of the original account holder. With the appointed trustee managing the account, specific goals such as preserving assets for children, protecting a spouse’s financial future, preventing minors from inheriting property until they reach the mature age, or gifting to charities, will be attained through this investment opportunity. Commonwealth Funds can aid in opening trust or estate accounts so you can bring it home.