Personal Trust Services
As Trustee or Co-Trustee, we work closely with you to create, interpret and apply provisions of trust agreements that reflect your wishes and the best interests of your beneficiaries. Our trust administration services include trust law, tax, accounting and investment management.
We are experienced with the challenges of applying unusual provisions in trust agreements, handling concentrated and non-traditional trust investments and working with trust beneficiaries who have divergent interests. Custody, performance measurement, tax reporting and other administrative services are provided for all trust accounts.
