Generation Skipping Trusts

Generation skipping trusts are set up to provide income to the current generation during their lifetime and then, upon the death of the current generation, the value of the portfolio goes to the next generation. This arrangement sets up a tension between the current generation which seeks to maximize current income and the next generation which seeks to maximize capital appreciation. Our dividend growth approach offers a win-win solution by enabling the current generation to receive a significant dividend income stream that increases each year while the next generation benefits from the excellent total returns that dividend growing companies have achieved over longer periods of time.