Executor Services
- • Protect and preserve estate assets in order to meet the decedent's wishes
- • Guide families during difficult times
- • Provide technical expertise when working along other advisors to efficiently and properly settle estate matters
- • Capable of handling complex matters that arise such as closely held assets, family partnerships, etc.
- • Communicate with beneficiaries and assisting with financial decision making
Trustee Services
- • Administer the trust in order to meet the needs of the grantor
- • Provide solutions to beneficiaries to assist in lifestyle goals
- • Educate future generations on financial literacy
- • Fulfill fiduciary tax requirements and compliance monitoring
Custodial Services
- • Perform comprehensive recordkeeping and asset reporting for clients' financial assets
- • Provide safety and soundness for client assets by segregating assets as a trust institution
- • Comprehensive administration of client accounts including dividend and income collection, trade processing, and tax reporting information