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