American Research & Management Co.

Multigenerational Wealth Management
Trust Management
Real Estate Assets
Family Businesses
Charitable Trusts
Private Foundations

Charitable Trusts

We frequently establish charitable remainder unitrusts for individuals who have large, highly appreciated stock positions. Through CRUTs, clients can liquidate securities without tax consequences, receive immediate income tax deductions, diversify holdings, create growing income streams, and bequest gifts to charities.