ESTATE PLANNING

One of the most rewarding aspects of substantial wealth is being able to share it with others. Oaktree Ventures, working with your legal and tax professionals, can help develop a plan that enables you to maintain the lifestyle you deserve now while also building a financial legacy.

Estate Planning– A carefully crafted estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. Oaktree Ventures provides a range of consulting services to help you and your advisor develop a customized estate plan, including wealth replacement strategies, complete trust services, tax strategies and more.

Charitable Giving– When it’s strategically executed, charitable giving can not only help the organizations you choose, but can also generate personal tax benefits and advance your overall wealth management plan. Oaktree Ventures can help you accomplish these goals with solutions that include private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds.

Education Funding – Funding a child or grandchild’s higher education may be a personally rewarding use of your wealth. Oaktree Ventures advice can provide you with options for helping those you cherish that include custodian accounts for minors, savings plans, sophisticated trust solutions and more.