As your investment advisor, we can manage your trust assets and serve as the point of contact for your family for complete trust administrative services. We focus on the investment management and one of our respected partners handles the fiduciary administrative tasks.
We prepare your trust assets to be fully ready to transfer to your family when the time comes. Our goal is to make the process as smooth as possible.
Point of Contact
As the manager of your trust assets, we ensure that your family will know exactly what is happening with your assets.
As an independent fiduciary, we focus on long-term solutions to continue growing and preserving your wealth for your loved ones.
An estate plan is important to your family’s future and your own peace of mind. Do you have an estate plan? If so, is it up to date? These questions can help you identify issues to discuss with your wealth advisor and estate attorney.
The decisions you make now regarding your estate plan will have a lasting impact on your financial well-being and that of your family perhaps for generations to come. Translating personal goals into financial objectives and developing a strategy to meet those objectives requires a special combination of expertise, sensitivity and experience.
Of equal importance, the estate planning process requires regular review and updating of the terms outlined in the documents underlying your plan. Family and financial circumstances change, as do the rules governing taxes and trusts. Your estate plan must keep pace if you are to have the confidence that your legacy will be all that you intend it to be.