Directed vs. Non-Directed Trusts: Understanding Your Options
Which structure is right for your family?
The structure of a trust can significantly impact how decisions are made, how responsibilities are shared, and how effectively your family's goals are carried out over time.
While traditional trusts place these responsibilities with a single trustee, directed trusts allow responsibilities to be shared among specialized advisors, creating greater flexibility and customization. Each approach offers distinct advantages depending on your family's circumstances, level of involvement, and desired governance structure.
This whitepaper provides a straightforward overview of both models, helping you evaluate:
- Who should be responsible for administration, investments, and distributions
- When a directed trust may provide greater flexibility
- The considerations that may make a traditional trustee structure more appropriate
- How to align trust design with your family's unique needs and objectives
Download the guide to gain a clearer understanding of which trust structure may be the best fit for your family.
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