You’ve worked hard to build your wealth. Choosing a trustee is one of the most important financial decisions you must make during your lifetime. We provide our clients with real-world advice coupled with a customized relationship structure that enables each client to define and achieve their long-term financial aspirations.
fiduciary — n. (from the Latin fiducia, meaning “trust,”) a person (or a business like a bank or stock brokerage) who has the power and obligation to act for another (often called the beneficiary) under circumstances which require total trust, good faith and honesty. (West’s Dictionary of American Law)
We are committed to personal attention to our trust clients. We combine a strong investment group with experienced and knowledgeable Wealth Advisors and a professional support team that is dedicated to ensuring fulfillment of your objectives. We adhere to the strict ethical standards required of a fiduciary. Integrity is the cornerstone of our commitment to you. You’ll enjoy the peace of mind that comes with knowing that your needs will be met, and that your assets are protected.
As your Trustee, we are prepared to safeguard, preserve, and manage your assets for your benefit or for the benefit of your survivors if you become unwilling or unable to do so.
- As your trustee or agent, we will safeguard and manage your assets, which allows you to pursue other interests.
- As a co-trustee, we will work with you to accomplish your goals while performing the day to day functions required to administer the trust.
- As a successor trustee, we will serve in your place at your incapacity or death, or if you simply no longer wish to shoulder this responsibility.
Duties of a Trustee:
- Manages trust assets, which may include any combination of securities, real estate, and closely-held business interests as well as other types of assets.
- To act without partiality to serve all beneficiaries in an objective manner, which can be difficult for an individual trustee who may also be a family member.
- To provide a highly personalized, one-on-one service — which many larger institutions have abandoned in favor of centralizing trust service delivery into call centers.
- To maintain complete records and to provide regular accountings of all transactions.
- Prepare and file all required fiduciary tax returns.
- To use discretion, as directed under the terms of the Trust Instrument, in providing trust principal, and/or income, to or for the beneficiaries.
- To properly collect and disburse payments.
- To regularly communicate with grantors and/or beneficiaries.
- To quickly and professionally disburse assets once the trust period ends.