Personalized Trust & Estate Planning to Safeguard
Your Future
At the Harbaugh Group, we are committed to providing you with a dedicated and trusted resource when seeking personalized and flexible asset management and protection.
For over 20 years, we have provided expert guidance to high-net-worth individuals and families as a trustee or co-trustee, as well as executorship and advisory services.
We understand that the protection and growth of your assets is vital to ensuring your family’s vision for the future. We work diligently to understand your unique financial situation, values, and goals to deliver professional asset management guidance and trustee services to build wealth and protect it for future generations.
Our client-centric approach to trust management ensures that you receive the highest standard of service in helping you determine your needs, including serving as your trustee or co-trustee, coordinating with advisors, managing charitable giving, and more.
Our approach is client-focused.
Collaborative
As a trusted provider of trust services, we work in close collaboration with investment managers, family attorneys, family trustees, bank trustees, and other established family advisors. We believe in working hand-in-hand with you and your team to deliver a balanced and pragmatic approach to wealth management.
Hands-On Strategy
Our hands-on approach provides consistent eyes on the ground to ensure the trust is managed and administered according to your vision. This includes everything from screening accountants to visiting potential retirement communities and confirming the details of beneficiaries’ business plans.
Independent
As an independent trustee free from the influence of larger institutions, we have the ability to deliver personalized service with unique positioning, flexibility, and insightful solutions in the best interest of the trust or family. We can fulfill a variety of roles fit for your needs including serving as a sole trustee or co-trustee, with a bank, family member, or trusted family advisor.
Compliance Oversight
Experience, knowledge, and skill matter when building your family legacy. We pay attention to investment allocation matters to achieve long-term investment goals. We also work with investment managers as well as the trust accounting professionals to ensure that all required state and federal tax returns are filed.
Our Philosophy of Service
-
You’re not just a client to us. As your dedicated trustee, we get to know you and your unique needs and goals. We tailor our services to match your specific situation and priorities.
-
We have years of experience serving as trustees and helping clients navigate complex situations. We stay up-to-date with the latest rules and regulations to provide informed recommendations and guidance.
-
We operate with the highest ethical standards and fiduciary duty to our clients. You can feel confident knowing your needs are in trusted and capable hands.
