Charter Trust Company can help lighten the load of managing your family’s finances. Our Family Office service allows clients to live the life of their dreams and not be burdened with the increasing complexity of managing great wealth.
Our dedicated family office managers work with each family and are advocates for all of the client’s wealth matters. We act as the family’s chief financial officer and serve as trusted advisor, facilitator, and investment manager to multi-generational families.
Many of our Family Office clients are comfortable having their dedicated manager relieve them of time consuming tasks such as bill paying, payroll services, record keeping, and a wide variety of other daily household business matters. Additionally, we can support families in creating comprehensive plans for business succession or estate planning.