Wealth and Fiduciary Services[cite::67::cite] is dedicated to the management of trusts, estates and other family wealth entities. As a Trustee/Executor or Agent for Trustee/Executor, we’ll work with you to preserve and protect your assets utilizing efficient methods of transfer and assisting you in creating a personalized legacy.

TRUST SERVICES WE PROVIDE

• Trust Administration services, including serving as a Corporate Trustee, Co-Trustee or as an Agent for an Individual Trustee
• Expertise of trust and estate planning professionals who understand the regulatory, legal and tax implications of trusts and estate planning
• A holistic approach to estate planning, with an advisory team to understand the goals and solutions for an overall financial strategy
• Comprehensive fiduciary investment management and administrative services tailored to your needs.
• Access to unique asset management such as real estate and oil/gas management
• Executor, Co-Executor or Agent for Executor services to provide estate administration services
• Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts