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

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