WHOM WE SERVE
Families & Individuals
Crafting Legacies of Love for Families
At Odyssey, we enable families and individuals protect their loved ones, preserve family wealth, and ensure family harmony and a lasting legacy for their future generations. Get a range of comprehensive fiduciary and advisory services to navigate crucial family matters with confidence and care.
Odyssey’s Services for Families & Individuals:
- Distribution of assets according to your wishes
- Protection of your estate from creditors, lawsuits, and other threats
- Special care for family members with special needs and minor children
- Privacy for your requests, as trusts remain confidential, unlike Wills
- Your trusted agents in case of incapacity or illness
Financial Advisors
Your Trusted Fiduciary Partners for Building Lasting Relationships
We work with a robust network of advisors to support them as they help families navigate an uncertain environment, protect generational wealth, and create enduring legacies.
Odyssey’s Services for Advisors
- With emphasis on collaboration over competition, we serve as an extension of your team while extending any fiduciary-related solutions to your clients.
- Committed to helping you strengthen client relationship and earn client goodwill.
Odyssey’s Services for Advisors
- Protect their loved ones and ensure their well-being
- Safeguard the continuity of generational wealth
- Promote family unity and reduce conflicts
- Address special needs and care for minor children
Bring in an element of transparency and accountability to the process
Corporates
Trusted Fiduciary Solutions for Corporates
Manage complex business transactions with our trusted escrow solutions and foster deeper employee engagement through customized ESOP trusts.
Odyssey’s Services for Corporates:
- Escrow Services secure transactions, mitigate financial risks, and avoid litigations.
- ESOP Trusts align employee success with company growth, enhancing morale and retention.
