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Trust Services

Since 1887, our professional advisors have helped individuals and families structure trusts that meet their unique needs, including the effective transfer of wealth to future generations.

Types of Trusts

A trust is a legal entity that can help you achieve a wide variety of objectives such as minimizing tax exposure, expediting the transfer of assets to your heirs, and more. We can help you assess your goals and circumstances to help determine if a trust is right for you. Types of trusts we can assist you with include:

  • Revocable trusts
  • Irrevocable trusts
  • Living trusts
  • Testamentary trusts
  • Self-directed trusts
  • Special needs trusts
  • Charitable trusts
  • Asset Protection trusts or Domestic Asset Protection trusts

Professional Trustees

A trustee is responsible for overall management of your trust and its assets. In some cases, it might make sense for you or a family member to serve as your own trustee, but in many cases, having a professional trustee is a great asset. We can act as your trustee and provide professional investment management, record keeping, tax reporting, and personalized service. We'll manage your trust in accordance with your wishes, the trust document, and with the best interest of your beneficiaries in mind.

Contact us today to see if a trust is right for you.

Joe PrattOur Team

Our team takes the time to get to know our clients and create a personalized plan to drive results.

Meet our team

A young mother on the phone with her child in her lap.Contact Us

Need to get in touch? We are here to answer any questions you have about our products and services.

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