The information provided or available on this website is for general information and educational purposes only, and is not intended to be, does not constitute, and should not be relied upon as, legal, accounting, tax, investment, or other professional advice. Because every situation is unique, you should consult a professional who can thoroughly review and analyze all aspects of your particular situation before making any decision or taking action.
Wealthspire Trust does not warrant, represent, or guarantee, either expressly or implied, the accuracy or completeness of the information, text, graphics, links, or any other items or information contained on its website. In no event shall Wealthspire Trust, its directors, officers, or employees or any third party retained by Wealthspire Trust or any such parties, be liable to you for any direct, special, indirect, consequential, or incidental damages or any other damages of any kind.
Wealthspire Trust does not provide legal advice or legal services, and our services cannot and should not be relied upon as legal advice or legal services. If you engage us, we will work with your attorneys and tax advisors to recommend the optimal plan to help you achieve your financial goals.
In order to comply with Treasury Circular 230, we must inform you that if any information contained within this website is determined to be U.S. federal tax advice, such information is not intended or written to be used and cannot be used for the purpose of (i) avoiding tax penalties, or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Wealthspire Trust is a non-depository, public trust company chartered in Tennessee. This website is owned by Wealthspire Trust. It is expressly prohibited to access this website in such jurisdictions where the content is deemed illegal. Those who access this website from other locations are responsible for compliance with applicable local laws.
Information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Wealthspire Trust to any registration requirement within such jurisdiction or country. The laws of the State of Tennessee govern these Terms and Conditions.
