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Brandywine Trust Company® was founded by and for families of substantial means,
to provide those services of a strategic and fiduciary nature which are most
vital to the achievement of long-term goals. We believe the most important of
these goals to be as follows: |
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The Preservation and Enhancement of Capital Resources Across Generations
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Capital is dissipated very quickly by inflation, taxes (expecially transfer
taxes) and multiple heir-ship. What is ample for one generation may provide only
adequately for the next, and be a cruel illusion for the third - unless active
steps are taken to safeguard and enhance those resources. Two things are
paramount:
• Higher investment returns over time; and
• Lower effective tax rates, both income and transfer.
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The Effective Governance and Control of Those Resources
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Capital resources are not ends in themselves. They can have powerful effects
both good and bad. What is required is a structure of governance and control
under which:
• The assets are protected and preserved for their intended
beneficiaries; and
• The family retains ultimate responsibility for, and control over,
its assets.
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Families with substantial capital have the means to achieve these goals (as
others do not), but only through
organization and forethought, and the
engagement of the best professional expertise at all stages.
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