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Trust & Estate Services
You have accumulated wealth and are concerned with ensuring it grows into longstanding security for future generations. That’s where we come in. We help preserve, grow and distribute assets according to your wishes, ultimately providing a more secure future and legacy.
Transitioning your wealth to the next generation involves several complex steps. Our team is here to help you create a trust that creates family harmony and guards the financial interests of loved ones—all while continuously evaluating your plans and collaborating with you to meet your needs. Enjoy peace of mind with comprehensive, administered solutions and management backed by integrity and expertise.
Thoughtful Planning For Your Future
Personal Trust
We preserve your family’s financial security through prudent investments and protecting financial interests for generations to come.
Estate Settlement
We offer relief from the burdens of estate duties during periods of grief and mourning so you can focus on what really matters.
Special Needs Trust
We administer trusts that meet the needs of beneficiaries with physical or mental disabilities while also minimizing impact on government assistance.
Charitable Trust
A charitable trust presents a strategic approach to allocating assets that benefit you, your beneficiaries and a charitable cause. This approach can benefit individuals with assets like stocks or real estate.
Management Services
Conservatorship
We are appointed by the court to manage the financial affairs of those who are limited physically or mentally.
Agent for Trustee
Let us help alleviate the pressures of your trust administration duties under the direction of the trustee. Our team's knowledge and expertise will handle responsibilities for administration, investments, record-keeping, tax1 filings, and distributions for current and future beneficiaries.
Unique Asset Management
We help manage family business interests, commercial real estate, personal residences and partnerships in order to preserve the value of your significant possessions.
Meet Your Trust & Estate Services Team
Secure your wealth with seasoned professionals you can trust.
Wealth & Investment Services
Customized investment strategy built around your life, your needs, and your values. Because it’s not an off-the-shelf, one-size-fits-all solution, you’ll get access to unique opportunities and a plan custom built for you.