Investment Management
  • Global expertise
  • Open architecture
  • Best-of-class selection
  • Expert Portfolio Managers with national and global investment expertise
  • No commissions or loaded funds
  • No proprietary or "captive" funds
  • No security inventory to sell
  • No fund or company affiliation
Estate Settlement
  • Open and administrate probate
  • Identify, protect, value and manage assets
  • Pay final bills and expenses
  • File final income taxes
  • Prepare accountings
  • Distribute estate to heirs
  • Close estate
Personal Trust Administration
  • Asset Protection
  • Marital
  • Credit Shelter and Bypass
  • Family Office
  • Incentive Based
  • Life Insurance
  • Special Need
  • Business Operations & Agricultural Management
Charitable Trust Administration
  • Public Foundation and Endowment
  • Private Family Foundation
  • Private Charitable Remainder and Charitable Lead Trust
Family Office Services
  • Administrate Multi-Generational Interests
  • Sale-of-Business Administration
  • Real Estate Administration
  • Private Foundation
  • Trust Administration; Dynasty and Generation Skipping Administration
  • Concentrated Asset Administration
  • Real Estate and Agricultural Management
  • Family Meeting Facilitation/Conflict Management
  • Financial Planning
  • Asset and Cash Distribution Management
  • Charitable Planning Services
  • Recordkeeping
Court-Created Administration
  • Conservator
  • Settlement Trust
  • Special Needs Administration
  • Other Legal Settlements that Require Corporate Trustee
Defined Benefit Services
  • Pension
  • 401(k)
Financial Planning
  • Sale of Business
  • Concentrated Holdings
  • Individual Retirement Planning
  • Charitable
  • Education
Custody Services
  • Security Custody
  • Document Custody
  • Other Valuables