Trust Services

Rest easy with continuity of service from the same wealth management counselors you have come to trust.

We can act as your Executor (Co-Executor), Trustee (Co-Trustee), or Agent, handling the daily administrative duties of managing your trust or estate, and investing and distributing the assets according to the terms of your trust or estate documents. Our firm can serve as trustee of trusts across the United States.

Why is that important?

You can’t put a price on peace of mind. By receiving high-quality trust and estate management services from a single integrated source, you can rest assured that these aspects of your financial profile will be working together for you and your loved ones.

In the same way that we collaborate internally as a team to provide personalized wealth management solutions, we can work in conjunction with your attorney, accountant, and other trusted advisors to create a plan uniquely right for you to ease the transition during what is often a difficult time. Our purpose is not to replace your attorney, but to facilitate front-end processes and educate you about your options so you can preserve your legacy and have your wishes carried out.

Issues we can address range from current income needs, to the protection of assets for family inheritance, to charitable intent. Services such as custody of assets, including assets other than securities, bill paying, trust accounting, expedient tax reporting, and trust tax preparation are also available.

Our objective is to help you navigate and manage the complexities of trust and estate issues and to work with you now, and in the future, to craft and execute a plan that will meet your and your family’s long-term wealth management needs.