EXPERTISE
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25+ years Corporate Trustee Experience
The Founder and CEO has over 25 years experience as a Corporate Fiduciary for some of the largest banking trust departments, bringing a wealth of knowledge and expertise specifically to help you plan and administer of your estate.
Expert Witness
When legal expertise is needed in trust administration, we have been called to serve as an expert witness and will continue to offer this service for our attorney community.
Trust Management & Estate Settlement
When it comes to trust administration:
- Our cost is much less than traditional trust companies,
- Trust officer continuity, meaning you will not have turn over like most trust companies.
- Our Estate Settlement fee's are set by the probate court, with no additional unposted fees.
Real Estate Services
We offer discounted institutional real estate pricing for all current clients.
Philanthropic Services
We believe the difference between a successful person and a significant person is: Philanthropy!
Let us help design your philanthropic plan.
Family Office Advisory Services
For the right client Family Offices can serve as a important role in an overall estate plan. We have served as a Chief Fiduciary Officer officer to a previous Family Office.