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Personal Trust Services

Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries. 

As Trustee, we can

  • Serve as a Corporate Trustee offering experience and professional asset management
  • Invest and administer trust funds according to the Trust agreement
  • Provide individualized portfolio management through investment agency accounts
  • Communicate and build relationships with grantors and beneficiaries 
  • Facilitate and administer various types and sizes of complex and unique trusts such as Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, and Charitable Trusts, to name a few
  • Work with our client’s attorneys and CPAs to facilitate tax strategies