Professional Advisors

We work with professional advisors in the interest of their clients who have or wish to establish trusts.  Our experience with trust documents originating in all fifty states can be of use when drafting new trusts or changing domiciles for tax, asset protection or other advantages.

We work with attorneys, accountants, insurance agents and investment professionals who wish to use trusts in flexible and effective ways.  Our independence allows us to administrate trusts with unique needs.  The menu above right selects pages for certain areas of practice.

We generally engage qualified financial advisors to invest trust assets, resulting in financial performance that can offer greater flexibility and returns than are generally found with other trust companies.

For more information regarding the ways we can help achieve your client’s goals, please Contact Us.