Trustee Services

As an independent trust company, we are ideally positioned to address the most complicated estate planning issues. Our team of senior experienced professionals has an average of over twenty years’ experience in the financial services, wealth planning and trust industry. As such, we are well versed in the challenges and opportunities that come along with wealth across multiple generations.

We understand how to organize and harness a family’s ability to sustain wealth across generations. In doing so, we strive to maintain a sense of teamwork and communication with co-executors, co-trustees, beneficiaries and heirs as we serve in any of the following capacities:

  • Executor
  • Co-executor
  • Trustee
  • Co-trustee
  • Agent for Fiduciary

We believe it is important to take the time to know and understand you and your family. Through this knowledge of your goals and objectives, we remain well positioned to handle your financial issues in a very personal and fully objective manner.

Click here to read a Managing Wealth for the First Time client profile.