We are an independent trust services provider. We work with best of breed advisors to coordinate estate planning, legal services, tax advice and other issues that matter to clients. We likewise work with and methodically monitor third-party investment advisors, selected based on management style, client’s risk tolerance, location, trust asset management experience, breadth of services and personality fit. We are also happy to work with our clients’ trusted advisors already in place.
Maybe the best way to understand who we are and what we do is to hear what we’re not. We’re not investment or tax advisors or part of a large financial institution. We’re not compensated by commission and finders fees. And we’re not influenced or guided by financial product sponsors or services.
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