Executive Summary

SourceEnergy Bank & Trust is a financial institution dedicated to providing a range of financial services to God’s children. Our mission is to help families preserve and grow their wealth by providing a secure and reliable platform for managing their assets.

We are introducing a new service called “Royal Carriers Family Trust,” which is designed to help families create a legacy of wealth that can be passed down to future generations. This service is inspired by King Solomon’s 12,000 horses, which he used to create a symbol of his wealth and power that lasted for generations.

The Royal Carriers Family Trust is a unique approach to wealth management that combines financial planning, estate planning, and trust management to help families create a comprehensive and customized plan for managing their wealth. Our team of experienced financial advisors and estate planners will work with each family to create a personalized plan that meets their unique needs and goals.

The Royal Carriers Family Trust provides a range of benefits, including:

• Asset protection: The trust provides a legal structure that can help protect family assets from creditors, lawsuits, and other potential threats.
• Estate planning: The trust can be used to ensure that family assets are distributed according to the family’s wishes and to minimize estate taxes.
• Wealth transfer: The trust can be used to transfer wealth to future generations in a tax-efficient manner.
• Flexibility: The trust can be customized to meet the unique needs and goals of each family, with options for investment management, trustee selection, and other key decisions.

At SourceEnergy Bank & Trust, we are committed to helping God’s children preserve and grow their wealth for generations to come. The Royal Carriers Family Trust is just one of the many services we offer to help families achieve their financial goals and create a lasting legacy of wealth.