A Powerful Tool to Facilitate Inter-Generational Wealth Transfer.
Vouchers are legal agreements initiated by the Benefactor, through the Wealth Advisor, payable to the Beneficiary via the WILLPORTtrust platform. This allows Benefactors to educate and transfer wealth while they are still alive.
Purchased for $80 through an RIA or a certified Wealth Advisor.
Gift a trading account and empower the next generation to invest wisely and manage a better financial future.
It gives the beneficiary ownership of an investment account as a gift. Still, there is one caveat – the beneficiary must work with a Wealth Advisor to receive investment guidance for at least 18 months.
The benefactor retains ownership of the account, at least initially, while the beneficiary is given trading authority and coaching. The beneficiary benefits from learning about the investment's value and developing a relationship with the Wealth Advisor while guaranteeing time before gaining complete control of the funds.
This allows the inheritance to flow from a trust, based on benefactor instructions, directly to the beneficiary, stipulating that the inheritance stays with the wealth manager for at least 18 months. It streamlines the process, allowing the Wealth Advisor to build a relationship with the beneficiary and for the beneficiary to be able to handle what to do with immediate inheritance.
Take the first step towards a brighter financial future. Together, we can bridge generations, empower individuals, and connect life's most important moments.
