MD Family Trust

Create a meaningful financial benefit for your child or grandchild.

MD Family Trust can be used to fund just about any need, such as paying for private school or university tuition, helping a young adult purchase their first home or establish their own investment portfolio.

Minimize taxes

Creating a formal trust allows you to transfer tax on capital gains to your children or grandchildren while they are under the age of 18; which means you can give a valuable gift while also splitting the income and tax liability.

Maintain Control

As one of the trustees, you will have influence over how and when the beneficiary may access the funds held in trust for them.

We make it easy

  • MD has established an efficient set up process with no initial fee and no ongoing administration costs. And your MD advisor will assist you every step of the way.
  • One low minimum investment of $25,000 can be divided among multiple trusts; one for each of your children or grandchildren.
  • We'll even provide the trust reporting and tax returns at no cost when the trust invests in the MD family of mutual funds.

MD Family Trusts are just one of the ways we can help you reduce your tax bill while providing for those you care about. Ask an MD advisor if an MD Family Trust is the right choice for you.