We have been delivering comprehensive trust services to our clients since 1984. Our professional advisors help individuals and families structure trust accounts 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. We can help you assess your situation and goals and help determine if a trust is right for you. Types of trusts we can assist you with include:
- Revocable trusts
- Irrevocable trusts
- Living trusts
- Self-directed trust
- Special needs trusts
- Testamentary trusts
- Charitable trusts
- Asset Protection Trusts (APT) or Domestic Asset Protection Trusts (DAPT)
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.