Wealth Management

At Equitable Trust we take a broad view toward helping individuals and families manage their wealth in order to achieve their financial goals and objectives and safeguard the flow of wealth to family members and other entities as intended. Effective wealth management involves bringing together thoughtfully and skillfully the resources and professional services of a trustee, investment manager and custodian.

We also serve as investment managers and consultants to foundations, endowments and employee funds.

Capability and experience of Equitable Trust’s professional staff extends to management of: