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Trust Administration
Our mission is to provide solutions throughout a client’s life cycle for wealth accumulation, wealth preservation, and wealth transfer to future generations. While we welcome accounts of all sizes, our clients are best served with an account over $100,000.
We offer a number of different relationships depending on the needs of our client. We provide services as custodian, agent or as trustee of Revocable, Irrevocable and Testamentary (under wills) trusts. We provide experienced, professional help to individuals appointed by the court or legal document to serve as a guardian, conservator or personal representative or we can serve in these roles. Trusts can be used to manage and protect assets, avoid probate and tax planning.
Our highly specialized wealth management professionals meet with each client to develop a customized plan to build, manage, preserve and transfer wealth.
If you are interested in further information about any of our services or how we can assist you, please call us today.
Services:
- Revocable Trusts
- Life Insurance Trusts
- Living Trusts
- Irrevocable Trusts
- Trusts for minors & special needs
- Testamentary Trusts
- Qualified personal residence trusts
- Employee Benefit Accounts
- Charitable Trusts
Not FDIC Insured, May Lose Value, No Bank Guarantee