Posts by Greg Bowman
Built for Time: The Value of the Independent Trustee Model
Trusts are built for time. Our white paper explains why an independent trustee is built for decades and generations, and what it means for families.
Read MoreShould Seattle’s Young Millionaires Be Thinking About Trusts?
Should Seattle’s young millionaires be thinking about trusts? The answer is – yes. Seattle is minting new millionaires by the thousands – now above 54,000. According to a recent KUOW article, the city may have lost high-profile billionaires like Jeff Bezos, but a new wave of wealth is rising — driven largely by tech professionals, startup…
Read MoreHow Wealthy Washington State Families are Using Trusts to Protect Their Wealth
From tech giants to aerospace pioneers, Washington State has become (and continues to be) a powerhouse of prosperity, creating a new generation of affluent families facing unique wealth preservation challenges. As these fortunes grow, savvy Washington families, from Seattle to Spokane, are increasingly turning to sophisticated trust strategies tailored to the state’s distinctive legal and…
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