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Financial Management

Comprehensive planning. Informed budgeting. Experienced, attentive administration and oversight. Delivered in concert with the investment advisor of your choice.

Financial Planning

Our experienced financial planning, trust and care administration team members work together to identify and quantify your trust beneficiary’s needs. We help you articulate your financial goals for the trust, and guide you through a variety of options and strategies to fund a lifetime of care.

Budget

Our detailed intake process enables you to clearly identify your beneficiary’s needs and budget for them across the life of your trust. An accurate, comprehensive budget provides a financial baseline that guides financial planning and your trust’s investment strategy. Bring your plan to the advisor of your choice and invite them to work within the Hope Portal to see your real-time evolving needs. 

Minimum Funding

Our platform helps you to determine how much money should be placed in the trust to ensure a base for investment, along with resources to ensure a sufficient investment to fund ongoing care. More importantly, we help you build a team of advisors to deliver interdisciplinary, holistic advice. 

Investment Management

A proper investment approach must reflect your, and your trust beneficiary’s, unique situation. Hope Trust will work with your investment team for the duration of the trust – ensuring that your wishes are fulfilled by the professionals you trust. 

New York Private Trust

Our partnership with New York Private Trust, a leading provider of fiduciary, trust management services to high net worth individuals, helps ensure that your trust is administered with the expertise and sensitivity you want and deserve.