Choosing a trustee is one of the most important decisions a client makes. Often, a family member may be appropriate choice.
For those who prefer an independent fiduciary, we can provide fiduciary services or advise those in need of guidance in the administration of an estate or trust. We can assist with asset management, tax planning, court filings, and even provide assistance with day-to-day matters like paying bills, hiring nurses and managing household staff.
Our firm’s model enables a high level of service while maintaining independence and objectivity – clearly separating the roles of investment advisor from Trustee. For clients that need or prefer an independent Trustee, our law firm can serve in a variety of fiduciary capacities, including: Sole Trustee, Co-Trustee, Trust Protector, or counsel for Trustee.
In administration of a trust, the firm seeks to partner with responsive financial advisors and tax preparers to ensure the highest level of service. Unlike large corporate fiduciaries, we are not influenced or guided by other financial products or services that are part of that organization. Nor is our compensation tied to commissions or finder’s fees. Rather, we prefer to work with our client’s existing trusted advisors and bring together the best team possible to provide independent trust management.
We are highly selective in serving as Trustee to ensure the best possible level of service to a limited number of clients. In comparison to most trust companies, we maintain a low number of clients. This enables us to provide specialized attention and greater flexibility serving on trusts that typical corporate fiduciary’s are unwilling to manage.
Support includes: Routine client/advisor meetings, face-to-face or by conference call upon request. Where needed, assistance with personal services including paying bills, managing household staff, and planning for long-term care.