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.


The average healthy 65-year old couple that retired in 2018 will spend an estimated $428,000 on healthcare costs throughout retirement.

Source: J.P. Morgan Asset Management

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

Source: Fidelity