If your Family’s assets are to be properly safe-guarded, appropriate Legal Structures are essential. Entole recognizes that families often have complicated estate planning with a full “alphabet soup” – employing structures such as PTCs, GRATs, IDITs, CRTs, CLTs, DAPTs, LLCs, etc.  We have workflows associated with many of these structures, and will actively consult with your trusted legal, accounting, and Family Office professionals to make sure that appropriate custom workflows are established during your Entole implementation.  As we are sure your trusted advisors will inform you, case law involving failures in many estate tax advantaged structures come back to failures during the ongoing implementation as opposed to failures in the actual legal instruments.  These failures often relate to failures in ongoing documentation as well as failures in cash-flow planning necessary to maintain those structures on an ongoing basis. Entole is designed to provide built-in best practices that deliver and measure the successful implementation of the legal structures employed by your Family.

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    Entole
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    Entole