A trust fund is created by a grantor and managed by a trustee. The trust fund is a separate entity from the grantor. The trustee is a neutral third-party who manages the trust, including distributing any assets to the beneficiary. The trust can contain almost any asset, including a business, land, stocks, and cash. The trust agreement, created by the grantor, establishes what happens to assets within the trust. The agreement is carried out by the trustee. Trusts are complex and costly to set up and are usually done with the help of an attorney.
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Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
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