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 needs and goals 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