Trust Services protect your legacy.
- Directed Trustee Services
Act as a directed trustee for clients who prefer to manage their own investments. We provide fiduciary oversight, ensuring compliance with trust directives and peace of mind through professional governance.
- Discretionary Trustee Services
Assume full fiduciary responsibility by making discretionary decisions that align trust assets with client goals. Our experienced team focuses on client priorities, delivering a customized solution.
- Estate Settlement
Facilitate the efficient settlement of estates, handling all administrative tasks, asset distributions, and compliance with legal requirements to ensure a seamless and respectful transition for beneficiaries.
- Special Needs Trust Administration
Offer compassionate, specialized trust management for beneficiaries with special needs, preserving their eligibility for government assistance programs while ensuring a stable future.
- Philanthropic Planning & Administration
Administer charitable trusts, donor-advised funds, and other giving structures for clients dedicated to philanthropy. Our goal is to amplify the impact of charitable contributions while optimizing tax benefits.
- Business Succession Planning
Provide tailored trust solutions for business owners planning for future transitions. We help clients protect assets, plan for smooth leadership changes, and align with family legacy goals.
- Custodial Services
Secure and administer trust assets with transparency, providing easy access to online account management and robust reporting. Our custodial services keep your assets safe and your records organized.
- Estate Planning Support
Work directly with legal and tax advisors to ensure a smooth asset transition that maximizes tax efficiency and aligns with legacy goals, helping clients establish peace of mind for future generations.