Trust & Estate
Advisory Services
Your family’s legacy, independently managed with expert care
For over 20 years, The Harbaugh Group has provided independent trust management services to individuals and families. We believe in a client-focused approach, offering you customized trustee services and asset protection strategies to safeguard your wealth and achieve your future financial goals.
Creative Financial Protection Solutions Designed for Your Future
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Harbaugh Group principals have served as trusted counselors and advisors to numerous high-net-worth families over multiple generations. We work with clients and their advisors to develop multi-generational strategies to preserve wealth and provide for the income needs of present and future generations. This also includes acting as the agent for parents, grandparents and children concerning their unique financial and personal needs.
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We assist individuals and entities by providing oversight and guidance for estate administration matters. As a collaborative partner, we are committed to applying the time and attention necessary to intuitively understand the nuances of each family and its complex financial concerns.
Throughout our client relationships, we are committed to working proactively with family attorneys, trusted accountants and financial advisors to implement each grantor’s wishes in accordance with his or her personal goals and beliefs.
The Harbaugh Group also serves as the trustee of numerous irrevocable life insurance trusts, making sure that premiums are paid and that all necessary notices and letters are prepared to preserve the annual gift tax exclusions.
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The Harbaugh Group is widely recognized as a premier provider of trustee services. Greg Harbaugh has earned the distinction of Five Star Wealth Manager based on surveys completed by high-net-worth Pennsylvania clients and financial services industry professionals. The accolade is afforded to fewer than 6% of wealth management professionals in the Pittsburgh region. He has also achieved an AV rating through the Martindale-Hubbell Peer Review Rating System.
Why Choose an Independent Trustee?
As independent trustees, our primary focus is on delivering objective advice to our clients. With no influence from larger institutions, we are dedicated to providing unbiased guidance tailored to your individual goals.