Your Future, Our Foundation

Comprehensive & Coordinated

Asset, tax and estate planning strategies have a direct impact on your investment decision-making process.  Estate planning can provide significant tax savings to you, your estate and your heirs. We work closely with your estate planning attorney and your accountant to ensure your investment strategies are consistent with your overall financial plan. We provide services that range from simply paying bills to serving as your trustee, from managing the sale of private business interests to managing the purchase of a home. In this way, we can help preserve, grow and manage your wealth for your family now and into the future.

Trustee Services

Our varied backgrounds and skills in business, tax and investment management provide a unique combination to help you develop as well as interpret and execute the terms of a trust. A trust provides you with control over your assets both during and after your lifetime, offering safety and security of your future and the future of your family. As a trustee, we have always believed that it is just as important to follow the spirit of the trust as it is the language of the trust. We are guided by our understanding of what you want and expect the trust to provide to you and your family. As an independent trustee of several hundred trusts over the years, we recognize that we must act in the best interest of all beneficiaries and serve as a buffer between some. We bring together the personal and the professional care required to retain, transfer and grow the assets you have worked your lifetime to build and safeguard for the future.

Executor Services

To properly administer your estate, the executor should be both personally and professionally familiar with you, your intentions, your family and your assets. As executor, we are sensitive and responsive to the needs of your family. We seek to settle all estate matters in a timely way that is consistent with your wishes. Our independence mitigates any conflicts of interest between the beneficiaries and permits them to focus on healing rather than administering the assets of your estate.