What We Do
Our Services
Administration
- Personalized services include:
- Retirement /Social Security Planning
Education Planning - Prepare court accountings
- Pay bills
- Provide detailed asset statements
- Meet regularly with clients and beneficiaries
- Work with families across multiple generations
- Estate plan review for consideration of Gift/Generation Skipping and Estate Taxes
- Manage and execute annual gift-giving programs
- Understanding the unique situations and assets of each client
Investment Management
- Asset allocation in accordance with client investment objective
- A dedicated Trust Investment Committee of experienced professionals
Trust Investment Committee
- Over 20 years average experience per professional
- Customized approach to client portfolios
- Emphasis on diversification and management of risk
- Individual security and fund analysis and selection
- ESG Investment Screening
- Performance Measurement
Trustee
- Serving as trustee/co-trustee/agent for all types of revocable and irrevocable trusts
- Ensure compliance with trust agreements
- Oversee all payments and distributions from principal/income
- Preparation of fiduciary tax returns and payment of taxes
IRA’s
- Traditional / ROTH /Inherited
- ROTH conversions
- Annual calculations of RMDs
- Qualified Charitable Distributions
- Provide advice for changing rules regarding inherited IRAs
- Trust Inherited IRA administration