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Wealth and Fiduciary Services dedicated to managing trusts, estates and other family wealth entities.
Keep your estate in the best state possible.
Wealth and Fiduciary Services[cite::67::cite] is dedicated to the management of trusts, estates and other family wealth entities. As a Trustee/Executor or Agent for Trustee/Executor, we’ll work with you to preserve and protect your assets utilizing efficient methods of transfer and assisting you in creating a personalized legacy.
TRUST SERVICES WE PROVIDE
Trust Administration services, including serving as a Corporate Trustee, Co-Trustee or as an Agent for an Individual Trustee
Expertise of trust and estate planning professionals who understand the regulatory, legal and tax implications of trusts and estate planning
A holistic approach to estate planning, with an advisory team to understand the goals and solutions for an overall financial strategy
Comprehensive fiduciary investment management and administrative services tailored to your needs.
Access to unique asset management such as real estate and oil/gas management
Executor, Co-Executor or Agent for Executor services to provide estate administration services
Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts