Crown Financial Group, LLC is a consulting firm specializing in providing charitable and family trust due diligence along with comprehensive estate planning analysis. Please consider Crown for situations which match the following profile:

Situations of Interest

• Charitable Trusts

-- Trust Assets (Balances over $100,000)

-- CRTs

-- NIMCRUTs

-- Family Foundations

-- Supporting Organizations

• Family Trusts

-- Trust assets (balances over $100,000)

-- Revocable trusts

-- Irrevocable trusts (including life insurance trusts)

-- Family Limited Partnerships

-- All forms of GRATs

• Comprehensive Estate Planning

-- Integration of retirement income planning (including the impact if inflation)

-- Liquidity analysis (current and pro-forma)

-- Qualified plan integration (including income and estate tax analysis)

-- Real estate asset and liability pro-forma

-- Projected estate tax and estate liquidity

-- Gift plans (existing and projected)

 

Target Client Criteria

• Trustees for Family and Charitable Trusts (CRTs, NIMCRUTs, etc.)

-- Colleges and universities

-- Law firms

-- Hospitals

-- Religious organizations

-- Community foundations

-- Charities

• High Net Worth Individuals

-- Client gross estate ($5,000,000 or more)

 

Other Considerations

• Crown's Role -- Advisory services for trustees

-- Provide information on current tax laws

-- Explain areas of potential liability for trustee given current trust structure and investment strategy

-- Develop financial projections depicting different plan scenarios based on available options and investment strategy

-- Serve as support center to assist trustee in communication plan options to trust principals and beneficiaries

• Crowns' Role -- Advisory services for high net worth individuals

-- Determine client's goals and objectives

-- Review financial assets and liabilities

-- Develop financial pro-forma for lifetime of client

-- Make plan recommendation based on results

-- Assist in implementation of plan

• Fees

-- Hourly charges

-- Package rates for specific plans

-- No-load annual asset based fees