Are We Missing the Purpose of the Purpose Trust?

There are hundreds of family business planning and family office specialists across the country whose specialty is to perform all-around planning for closely held businesses, from tax planning to succession planning, the latter in many cases being the most important for long-term considerations.¹ For the most part, these planning firms are typically made up of talented, experienced and well-educated individuals whose mission is to keep the family and the family’s business on a path