Who We Help.
MORE THAN 20 YEARS earnestly providing the highest level of service tailored to the unique needs of individuals and their families in particular need of a relationship of absolute trust and complete confidence.
As experienced, professional fiduciaries and wealth managers, we are partners for life and even beyond.
We serve clients who need help with one or more of the following:
Trust Management & Administration
We act as Trustees under a written trust agreement, court appointment, or Will establishing a trust.
Power of Attorney
As Power of Attorney, we conduct financial business on behalf of clients who
are unable or unavailable to act on their own.
We serve as Personal Representative and administer estates for clients who have passed away by
settling their affairs as they instruct by their Wills.
Custodian for Minors
We protect and care for custodial accounts created for minors.
For clients who need help managing their bills or
simply prefer to delegate this task to a professional.
Fiduciary Consulting & Support
Examples of additional services we offer include:
Financial planning & budgeting
Fiduciary counseling and consultancy
Short-term fiduciary-related projects
Advisor referral and selection
Expert witness for trust disputes and litigation