Understanding your big questions before they become big problems is key to our role as a trustee and fiduciary. Here are some of the most common issues we can help you address.
Can your heirs get the same skilled support?
If you’ve developed a team you trust, we can make sure the relationship remains in place after you’re gone. Your legacy will be in good hands while assuring your heirs of consistent guidance they can rely on with confidence.
How is your legacy carried out?
We’ll ensure that those you care about most will benefit from your hard work—not only with fair, objective management and distribution of assets, but by minimizing taxes that can impact multiple generations.
Will your business live on?
Our professionals help owners of closely held businesses to protect assets, manage succession planning or ownership change, and carry out tax strategies for a smooth transition that provides the most value to beneficiaries and stakeholders.
Is your estate in order?
Offering more control and privacy than a will, a trust allows you to dictate how your assets will be distributed to future generations while also reducing potential estate tax liability and avoiding a lengthy, intrusive probate process.
Who keeps things running smoothly?
Our family office services can provide concierge-style management of bills, taxes, and investments, partnering closely with your other financial professionals for the most convenient client service experience possible.
Are your favorite causes still supported?
Because we manage a wide variety of charitable trusts, we can ensure that causes dear to you are supported through your legacy—while also benefiting you during your lifetime with tax advantages and income generated by gifted assets.
Talk with us today
For answers that will help you feel confident about your legacy, connect now with a trust partner that leaves nothing to question.
