Often the most meaningful aspects of a trust relationship are neither legal nor investment related. A family office relationship with Equitable Trust brings with it the highest level of care and service. We take a comprehensive approach to these unique relationships that combine family office services with related asset management.
consolidate
organize
manage
- Master custodian, including unique and hard-to-value assets
- Account aggregation software
- Investment performance reporting
- Real estate management
- Master real estate insurance policy
- Bill paying
- Payroll services
- Tax estimates and return filing
- Arrange secured loans
- Arrange care for disabled or elderly family
- Household management and services
- Impartial intermediary among beneficiaries