Dynasty Trusts: Why Enduring Families Pair Systems With Structures

Forbes | Aug 4, 2026 at 2:00 AM
  • For many ultra-high-net-worth families, the question is no longer simply how to grow faster.
  • In practice, that can mean loans for a next-generation business, co-investment capital for real estate, help with education tied to accountability, or seed funding for a family member who can actually defend a plan.
  • IRS trust guidance makes clear that trustees hold legal title to trust assets and are expected to administer them for beneficiaries with independent control.