TRUST SERVICES

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