Trust & Estate Services

Personalized asset management solutions to meet your long-term financial goals

Navigating the complexities of your estate plan and safeguarding your assets for the future is challenging, requiring a careful balance of growth and risk. We provide a comprehensive suite of trust and estate planning services to optimize your wealth and protect your vision for the future.

Trustee and Executorship Services

As an independent trustee, as well as an advisor on trust and estate planning matters, we offer an array of services to help manage your resources in alignment with your vision for the future.

We understand the critical importance of diligent oversight and expert guidance needed to protect, conserve, and grow your assets for the future. Our role is tailored to your needs, working closely with your legal, tax, and investment teams to support your goals.

Trustee Services

  • Serve as a trustee or co-trustee for irrevocable and revocable trusts, including special needs trusts, generation skipping trusts and charitable trusts

  • Ongoing communication and coordination of advisors to provide coordination,
    oversight and management of the trust assets

  • Financial reporting

  • Tax planning and preparation of state and federal tax returns.

  • Partnership accounting

  • Investment management including collaboration of advisors, performance
    reporting, and asset allocation strategies

  • Facilitation of family meetings and communication

  • Insurance planning

  • Attend to investment management matters, including coordination of advisors, performance reporting, and asset allocation strategies

  • Facilitation of family meetings and communication

  • Insurance planning

  • Personalized services to assist with beneficiary needs such as bill payment, home purchases and rentals, tuition payments, caregiver or nursing services, and childcare expenses

Estate Services

  • Assist and advice with estate planning and estate settlement matters

Philanthropy & Gifting

  • Administration, operations, and distribution of funds for charities and grants

  • Foundation management

The Independent Trustee Advantage:
We Work for You

As an independent trustee, we offer our high-net-worth clients prudent, objective advice for all matters related to planning, protecting, and growing wealth.

Because we are independent of any larger institution and never take control of funds, we can assess all options and prioritize assets and beneficiaries over any other consideration.