Trusts administered for all circumstances
Your trust agreement is our priority. So we carefully develop and manage personalized plans to carry out grantors’ intentions and serve beneficiaries’ needs. As an objective intermediary, we ensure that resources are preserved while facilitating cooperation among family members and resolving any conflicts that might arise.
We charge a fixed annual fee based on several factors including trust size, types of assets held, how many money manager relationships are overseen and the complexity involved in administering the trust. Trusts fall into two main categories: delegated trusts and directed trusts.