Trust + Fiduciary Services

You’ve earned your wealth. Let us earn your trust.

Trust and fiduciary services:

  • Serve as executors and trustees to manage and protect assets, working with your other trusted advisors
  • Enhance and preserve the value of your assets, both in absolute dollars and purchasing power
  • Hold, manage, invest and distribute your trust assets
  • Manage other assets, such as real estate holdings, business interests, significant items of personal property, life insurance and retirement plan assets
  • Review accounts in light of trends in the economy and financial markets
  • Provide investment performance and income projection reports

You’ve worked for your wealth. Now it’s our turn.

Our comprehensive fiduciary services reflect the diverse requirements of our varying clientele.
No matter how your assets are allocated, our trustees can respond to your needs by:

  • Paying bills
  • Processing gifts
  • Transferring cash via wire transfer & ACH
  • Facilitating purchases & sales of real estate & other personal assets
  • Making discretionary distributions to beneficiaries
  • Preparing trust tax returns
  • Providing customized reports
  • Conducting family meetings
  • 24/7 secure online access to trust information