Services | Hashe Investments LLC

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Long Term

Adapting to changing family dynamics over time, as opposed to an individual trustee, which oftentimes presents succession concerns.

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Enhanced Flexibility

Enhanced flexibility and control over decision making. Families can choose board members, draft policies and procedures, structure the organization to suit their needs, obtain voting power for important decisions, and arrange the distribution process to their liking.

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Decision Making

Better decision-making with respect to closely held and family owned assets by involving multiple trusted advisors, including lawyers, accountants, investment managers, and others who are intimately familiar with family assets.

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Enhanced Privacy

The family has more control over the PFTC and the disbursement of information. A large institution is not involved in the day-to-day administration, and there are fewer people privy to family issues and concerns. In addition, some states have laws that reflect this privacy concern.