Trusts

Smart planning with a personal approach

You've worked hard to accumulate wealth that you want to pass down to your heirs and beneficiaries. We'll work with your attorney and accountant to create a trust that accomplishes all of your objectives, and we can fulfill various roles.

• As Trustee or Agent, we can manage assets as defined by the trust's terms
• As corporate fiduciary, we can ensure investments are properly managed
• Our services apply to revocable, irrevocable and charitable trusts