Trust and Investment Services
- Trust Administration»
Experienced, thorough, accessible. Accomodating approach to meeting beneficiaries' needs.
- Investment Management»
A disciplined approach to preserving and enhancing client wealth.
- Estate Planning»
Assuring that assets pass to beneficiaries as intended with minimal tax consequences.
- Custody»
Safekeeping of securities and investment accounting. Administration of multiple accounts.
- Estate Administration»
Estate settlement as named executor, agent for executor or court-appointed estate administrator.
- Special Trust Services»
Real estate management. Household payroll, scheduled and directed bank deposits and disbursements.
- Consulting»
Asset allocation services for endowments, foundations and employee funds.
