With proper estate planning, you can maintain your current lifestyle while establishing your family’s legacy, supporting a charity, protecting important assets and reducing estate taxes.
A trust is simply an arrangement used to transfer property to a reliable third party (known as a trustee) for the benefit of others.
In addition to constructing the trust with a legal professional, selecting the right trustee to administer your assets is one of the most important aspects of the estate planning process. After all, your trustee is charged with carrying out your wishes well into the future.
It is critical to choose a trustee you can depend on, with the experience to get the job done.
It is essential to appoint someone you can completely trust — ideally with a long track record and experience working with many types of trust vehicles.
Though some people choose friends or relatives for this role, appointing a corporate trustee has many advantages and can take a significant burden off of you and your loved ones.
After all, a corporate trustee has expertise not only in investment management, but also in filling out cumbersome paperwork, filing required tax forms and managing distributions.
We’ve since opened our doors to a broader group of clients while maintaining the same level of uncompromised integrity and highly personalized service for every relationship.
Our Trust Relationship Specialists are steadfastly focused on carrying out clients’ wishes exactly as they intended. We take pride in being a trusted fiduciary you can count on to take excellent care of your beneficiaries for the life of the trust — be it years or decades to come.
We understand the important responsibility that being a trustee entails. As a boutique firm within a larger organization, we have far-reaching resources, yet maintain a personal connection with each client. We are dedicated to consistently providing you, your loved ones and your cherished organizations with the highest level of service, taking a “hand-crafted” approach to each trust, instead of offering an inventory of one-size-fits-all solutions.
When you, and ultimately your beneficiaries, have a question about your trust, you’re not routed to an automated call center — a common practice with other firms. Instead, you speak directly with a dedicated Trust Relationship Specialist who knows you personally and understands the details of your trust, your objectives and your values.
We are committed to attracting and retaining seasoned professionals. Our Trust Relationship Specialists come to their jobs with extensive hands-on client experience and develop deep, long-lasting connections with the families they serve.
They are focused on implementing your wishes exactly as you have directed — now and in the future.
We are able to administer a wide range of trust vehicles, including:
We will work with you and your advisors to set up an appropriate structure for your trust and craft your portfolio around the specific goals of both you and your beneficiaries.
Our trust services will foster the orderly intergenerational transfer of wealth in accordance with your wishes. We will provide proactive reporting and communications to keep you and your beneficiaries up to date, along with complete recordkeeping, ongoing management of distributions and tax filing to meet federal and state requirements.