Trust & Estate Planning

Protecting Your Wealth, Preserving Your Legacy

At Helios Trust Bank, we know that building wealth is only part of the journey — protecting it for future generations is just as important. Our Trust & Estate Planning services provide the structure, guidance, and expertise to help you preserve your legacy, minimize tax exposure, and ensure your wishes are carried out with care and precision.

Why Choose Helios Trust & Estate Services?

Personalized Planning – Strategies designed around your family, assets, and long-term goals.
Experienced Advisors – Work with specialists in estate law, taxation, and wealth transfer.
Comprehensive Solutions – From trusts to charitable giving, we cover every aspect of legacy planning.
Tax Efficiency – Reduce estate taxes and maximize the value passed on to heirs.
Peace of Mind – Ensure your assets are managed and distributed according to your wishes.

Our Services Include:

Revocable & Irrevocable Trusts – Flexibility and protection for your estate.
Charitable Trusts & Foundations – Support the causes you care about with lasting impact.
Wealth Transfer Strategies – Ensure efficient distribution of assets to beneficiaries.
Estate Settlement Services – Guidance and administration during the transfer process.
Guardianship & Custodial Accounts – Secure planning for minors or dependents.

Benefits of Planning with Helios

Preserve and protect family wealth.
Provide for loved ones with clarity and confidence.
Avoid unnecessary legal complications and delays.
Create a lasting impact through charitable giving.

Head Office: W 153rd St, New York, NY 10039
Tax Identification Number: 39-4000137
Phone: ‪+1 (548) 457-9847

With robust data protection, personalized service, and a commitment to transparency, Helios Trust Bank is more than just a bank — we’re a financial partner you can rely on.