No matter how you came into your wealth — whether you’ve sold your business, invested successfully or received an inheritance — you can take steps to optimize your assets and achieve your financial goals. With proper wealth planning, you can accomplish a wide range of objectives such as leaving a legacy for the next generation or supplementing your retirement income. At the MassMutual Trust Company, FSB (MM Trust), we can work with you and your other professional advisors to develop a customized wealth management strategy. We also offer an array of key services, including estate consultation and investment management services, to help you make adjustments as your needs and market conditions change. MM Trust acts a fiduciary — the highest standard of care in the industry — so we act solely in your best interest.
A trust allows you to plan for the future on your own terms. You can use a trust to transfer your estate and wealth to your family, a charity or a loved one who has special needs. You may want guidance in choosing a trust that is right for you. At MM Trust, we can work with your team of trusted advisors as you create your trust, as well as help you manage and grow your trust. Your team will develop a custom asset management strategy and take care of the services you’ll need, including trust accounting, regulatory reporting and treatment of beneficiaries. As with our wealth management services, MM Trust acts as a fiduciary, so we act solely in your best interest.