TRUST SERVICES WE PROVIDE

Wealth and Fiduciary Services is dedicated to the management of trusts and estates as well as other

family wealth entities. 

 
  • Trust Administration services, including serving as a Corporate Trustee, Co-Trustee or as an 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
  • Provide a holistic approach to estate planning with the client’s advisory team to understand thegoals and solutions for an overall financial strategy
  • Comprehensive fiduciary investment management and administrative services tailored to the needs of the client
  • Access to unique asset management such as real estate and oil/gas management
  • Serve as an Executor, Co-Executor or as an Agent for Executor providing estate administration services
  • Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts

 

GET STARTED TODAY

For additional information, please call:

 

Call Us Today: 866-541-2545

 

Disclosures