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