WiseBanyan is an automated investment advisory service to help you invest for your future. You can access a wide array of outcome-oriented investment solutions — including actively managed funds, index funds or a hybrid approach. These solutions can be adjusted to suit your personal needs, tolerance for risk and investing horizon.
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Working through the intricacies of estate planning can be a daunting endeavor. At DCS Trust, we help clients design legacies that will serve their families and communities for years to come.
We have estate planning professionals who can help you navigate trust and estate administration. We are able to serve as executor and trustee to carry out your wishes. We can also help you express your charitable giving priorities and make decisions on wealth transfer by collaborating with your attorney to document your wishes.
Managing estate taxes can have tremendous impact on a legacy plan
Dividing and distributing assets is often a key concern for clients
Determining an executor or trustee who will carry out your wishes
Expressing a client’s wealth transfer priorities can streamline estate settlement
Navigating trust and estate administration with knowledgeable and experienced staff
We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.
Since we live in a digital age, it is hard to find an area...
Learn moreAccording to Giving USA: The Annual Report on Philanthropy for the Year 2016 (2017), Americans gave...
Learn moreWealth Management is a division of Holdings Group that offers trust and fiduciary services through DCS Trust, a Texas-chartered trust company, and investment advisory services through Advisors, LLC, including the WealthCoach digital platform.
The DCS Capital Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with DCS Capital Partners LLP or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.DCS (1.877.386.1722). Please read the prospectus carefully before investing.
Mutual fund investing involves risk, including the possible loss of principal.