As a trustee, you face complex responsibilities requiring specialized expertise. With over 20+ years of experience working directly with trustees, we help you confidently navigate trust asset management and distribution planning while fulfilling your fiduciary duties.
Comprehensive Fiduciary Support for Trustees
Trust Oversight & Oversight
- Trust Review & Assessment
- Official Accounting & Reporting
- Legacy & Purpose Planning
Distribution Management
- Distribution Processing
- Cash Flow Planning
- Discretionary Distribution Support
Investment & Portfolio Management
- Professional Investment Management
- Tax-Efficient Investing
Beneficiary & Family Support
- Beneficiary Guidance
- Family Wealth Counseling
Trustee Services Team
Our experienced team, with members who have served on nonprofit boards and investment committees, is committed to helping you navigate the complex investment landscape, working with you as a fiduciary partner to build a tailored strategy that supports your mission.
Perspectives
The Trustee’s Dilemma: Why Good Intentions Aren’t Enough
When a friend or family member names you as trustee, it feels like an honor—a profound sign of trust and respect. But along with that honor comes something they rarely mention upfront: the keys to somebody’s financial legacy, a 100-page legal document written in dense legalese, anxious beneficiaries with competing needs, and the constant shadow…