- 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.
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