You can count on our professionals to conscientiously administer your trust according to your intentions. We have expertise in administering a wide range of sophisticated trusts to help families achieve their wealth management and wealth transfer goals.
- Dynasty Trusts
- Grantor Retained Annuity Trusts
- Qualified Personal Residence Trusts
- Intentionally Defective Grantor Trusts
- Qualified Domestic Trusts
- Charitable Split Interest Trusts
- Special Needs Trusts
We can act as sole trustee, co-trustee or successor trustee – depending on your preference. The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:
- Accounting and reporting
- Investment management
- Securities custody
- Tax-related responsibilities
- Duties to beneficiaries
- Estate settlement
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Learn more about the types of trusts we offer.
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