The Trust Company of Oxford™

Serving as Trust Protector

The goal of any family trust is to help you preserve and pass on your family’s legacy for generations, although what meets the needs of your family today may not be relevant or appropriate years from now. Changes in your family dynamics, new tax legislation or unforeseeable events can alter a trust’s objectives over time. Every trust appoints a trustee to manage a trust’s assets and distribute the proceeds as outlined in the trust documents. Although a trustee is charged with following the terms of the trust, at some point, its objective may no longer fulfill the needs of subsequent generations. Because trusts are generally designed to endure for many years, naming a Trust Protector can offer certain benefits, including a level of administrative flexibility. A Trust Protector provides important oversight of the advisors and trustees to ensure the trust’s objectives are fulfilled. This involves monitoring the administration of the trust according to the terms, and in effect, modifying the terms when necessary to meet the needs of the family. The duties related to this role can be as specific or as broad as your family needs to achieve an appropriate balance between the trust’s goals and the family’s current circumstances. The role may become increasingly relevant over time as beneficiary generations become further removed from the family members who established the trust. The Trust Company of Oxford (TCO) can serve in a variety of fiduciary roles related to your estate. As Trust Protector, we leverage our knowledge of the trust’s original intentions and its relationship with your family’s evolving history. When defined in a way that is appropriate for your particular wealth transfer plan, appointing TCO as Trust Protector can provide the flexibility you need to guide the trust through generational changes and ultimately protect your legacy. Serving in this capacity enables us to become a trusted advisor to you, your heirs and your beneficiaries. We act as a partner to plan and execute the strategies you have put in place to protect and distribute your wealth. We work with different generations within a family to build a plan to help you preserve and pass on your family’s legacy. And, Oxford’s own succession plan of ownership into perpetuity ensures we will be there to protect your legacy for generations to come.

Bespoke Solutions

The Trust Company of Oxford™

Serving as Trust Protector

The goal of any family trust is to help you preserve and pass on your family’s legacy for generations, although what meets the needs of your family today may not be relevant or appropriate years from now. Changes in your family dynamics, new tax legislation or unforeseeable events can alter a trust’s objectives over time.

Every trust appoints a trustee to manage a trust’s assets and distribute the proceeds as outlined in the trust documents. Although a trustee is charged with following the terms of the trust, at some point, its objective may no longer fulfill the needs of subsequent generations. Because trusts are generally designed to endure for many years, naming a Trust Protector can offer certain benefits, including a level of administrative flexibility.

A Trust Protector provides important oversight of the advisors and trustees to ensure the trust’s objectives are fulfilled. This involves monitoring the administration of the trust according to the terms, and in effect, modifying the terms when necessary to meet the needs of the family. The duties related to this role can be as specific or as broad as your family needs to achieve an appropriate balance between the trust’s goals and the family’s current circumstances. The role may become increasingly relevant over time as beneficiary generations become further removed from the family members who established the trust.

The Trust Company of Oxford (TCO) can serve in a variety of fiduciary roles related to your estate. As Trust Protector, we leverage our knowledge of the trust’s original intentions and its relationship with your family’s evolving history. When defined in a way that is appropriate for your particular wealth transfer plan, appointing TCO as Trust Protector can provide the flexibility you need to guide the trust through generational changes and ultimately protect your legacy.

Serving in this capacity enables us to become a trusted advisor to you, your heirs and your beneficiaries. We act as a partner to plan and execute the strategies you have put in place to protect and distribute your wealth. We work with different generations within a family to build a plan to help you preserve and pass on your family’s legacy. And, Oxford’s own succession plan of ownership into perpetuity ensures we will be there to protect your legacy for generations to come.