Trust Services
It's About Keeping Your Estate In The Best State
Wealth and Fiduciary Services are dedicated to the management of trusts and estates as well as other family wealth entities[cite::171::cite]. As a Trustee/Executor or Agent to Trustee/Executor, we work with our clients to preserve and protect their assets utilizing efficient methods of transfer and assisting them in creating a personalized legacy.
Services Provided
- Trust Administration services including serving as a Corporate Trustee, Co-Trustee or as the Agent for an Individual Trustee.
- Expertise of trust and estate planning professionals who understand the regulatory, legal and tax implications of trusts and estate planning.
- We provide a comprehensive approach to estate planning to understand our clients’ goals in creating personalized financial strategies.
- Fiduciary investment management and administrative services tailored to the needs of our clients.
- Servicing as an Executor, Co-Executor, or an Agent for Executor providing estate administration services.
- Philanthropic services including investment and service options for nonprofit organizations, foundations and charitable trusts.
For more information about Wealth & Fiduciary Services, please contact your wealth advisor.