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

family wealth entities. As a Trustee/Executor or Agent for Trustee/Executor, we work with our clients to preserve and help protect their assets utilizing efficient methods of transfer and assisting them in creating a personalized legacy.

We offer access to:

• 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
• A holistic approach to estate planning with the client’s advisory team to understand the goals and solutions for an overall financial strategy
• Comprehensive fiduciary investment management and administrative services tailored to the needs of the client
• A unique asset management such as real estate and oil/gas management
• Services 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