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Estate, Trusts & Philanthropy

Safeguard your assets with our personalized, meticulous, and thoughtful approach to asset protection, trust structures, and philanthropic guidance strategies.

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Broadstreet Family Office
Estate, Trusts & Philanthropy

Estates

We carefully review existing estate planning documents to thoughtfully and collaboratively guide you in structuring a new plan that reflects your wishes for your legacy.

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Estate, Trusts & Philanthropy

Trusts

Leveraging our expertise to help you understand your options and establish the trust you need, we provide recommendations for complex trusts and sophisticated trust structures.

Estate, Trusts & Philanthropy

Philanthropic Planning

We empower you to reach your charitable goals by providing guidance on philanthropic planning and private foundations. Together, we can explore strategies to maximize the impact of your giving.

Estate, Trusts & Philanthropy
Broadstreet Family Office

Our Expertise Includes

  • Estate and legacy planning
  • Revocable and irrevocable trusts
  • Living trusts, testamentary trusts, charitable trusts, special needs trusts and more
  • Asset protection
  • Liability management
  • Philanthropic guidance and support

How We Can Help

Broadstreet Family Office provides expert-level education, planning and implementation to manage your estate, trusts and philanthropic endeavors.

Wills and trusts

Estate planning

Philanthropic planning and implementation

Probate education and support

Broadstreet Family Office
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General Disclosures

  • Broadstreet Family Office LLC is registered with the SEC. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
  • Information presented is believed to be current. It should not be viewed as personalized investment advice. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal, estate planning, or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
  • All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There are no assurances that a client’s portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
  • Insurance product guarantees are subject to the claims-paying ability of the issuing insurance company.