The wealth you’ve spent a lifetime to build has the potential to be your greatest legacy. A properly structured and administered trust can provide the asset protection, financial guidance and tax savings necessary to benefit your heirs or chosen charities for years to come. Our team of experienced trust professionals can design and administer your family’s trusts acting as trustee, co-trustee or agent for trustee. By managing the complex challenges of passing on your wealth, we can help your beneficiaries enjoy more of it. We serve as trustee for different types of trusts, including:
- Revocable trusts
- Irrevocable trusts
- Marital trusts
- Generation-skipping transfer trusts
- Grantor retained annuity trusts
- Charitable trusts
In addition, we can also serve as a trustee with investments directed by a third party and can administer estates as executor, co-executor or agent for executor.
We ensure our decisions are consistent with your stated wishes for distribution to your beneficiaries. Our overriding goal is to give you peace of mind knowing your family’s needs will be met. And thanks to our integrated team structure, our personalized trust services can be coordinated with our investment and banking services to offer you the full spectrum of financial services.