Private Clients

Private Clients

Our individual clients include business owners and executives, professionals and heirs. We assist our clients in numerous ways.

  • Trustee services including bill payment, distributions to beneficiaries, tax payment and filing across a broad spectrum of trusts including grantor, testamentary and charitable trusts
  • Executor services for estates providing asset custody, payment of expenses and taxes, and distributions to beneficiaries
  • Discretionary investment management delivering asset allocation, investment policy, portfolio construction for personal investments, IRA accounts and trusts as well as serving as fiduciary agent to individual trustees and personal representatives
  • Financial planning including cash flow, education, investment and retirement planning

Clients benefit from the independence, objectivity, disciplined process and creative strategies offered by our experienced, engaged, client teams.


A 65-year-old couple might be surprised to learn that, thanks to medical advances and healthier lifestyles, at least one of them has a 48% chance of living to age 90 and their investments need to last longer.

Source: Social Security Administration

A 65-year-old couple retiring in 2023 can expect to spend $315,000 on health care and medical expenses throughout retirement.
Source: Fidelity

Nearly 3/4 surveyed said healthcare costs in retirement is their top concern, but only 22% planned for it.

Source: Fidelity