If you’re a financial advisor, we want to work with you. Rest assured, there is no conflict of interest and we work exclusively in the area of trust administration. We are not financial advisors and we are not in the business of investing funds for our clients. We always refer our clients to trusted financial…
Family trusts require a very special administrative trustee in order to make sure that all the family beneficiaries are treated fairly and to make sure that everyone gets along. It’s not uncommon for family members, who are also beneficiaries to the trust, to have issues with one another that can lead to tension and conflict….
If you’re an attorney, we want to work with you. We are professional administrative trustees that focus on corporate and family trusts. We are problem solvers and a trusted resource to many. We are not financial planners nor are we investment advisors seeking to generate fees from your client’s trust assets. When you work with…