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.

WorthKnowing_V1

NEW
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