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.
NEW
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
The average healthy 65-year-old couple that retired in 2019 may need approximately $285,000 saved (after tax) to cover healthcare 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