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Personal Trust

We help individuals and families manage the complexities of wealth accumulation, preservation, and distribution.

We will work with you and your other advisors to develop trust and gifting strategies to help optimize your assets today and ensure the eventual transfer of your wealth according to your wishes.

We can serve as your independent, objective Trustee or Co-Trustee to discreetly and efficiently take care of your affairs if you become incapacitated or should die.

As experienced fiduciaries, our trust professionals are committed to acting in good faith and providing a high level of integrity.

Financial Transactions
  • Anticipate client's cash needs and communicate to Portfolio Manager
  • Facilitate cash transfer as requested
  • Pay bills on beneficiary's behalf
  • Coordinate and pay taxes or estimates based on information from CPA
  • As requested, update CPA on quarterly activity that may impact tax planning
  • Ensure timely mailing of periodic account statements and annual tax reporting information
Fiduciary Administration
  • Review trust document to ensure proper investment and administration guidelines are established and followed
  • Disburse mandatory distributions/specific bequests
  • Make court appearances, as required, on behalf of the trust
Client Needs
  • Assist with budget preparation
  • Arrange for care providers' payroll services
  • Arrange for real estate maintenance and/or sale
  • Monitor insurance claim processing
  • File income tax returns, both personal and fiduciary, as requested
  • Assist with funeral arrangements as requested
  • Arrange estate sales
Coordination With Other Professionals
  • Private banker
  • Portfolio manager
  • Healthcare providers
  • Insurance carriers
  • Attorneys
  • Co-Trustees
  • Court personnel
  • CPA or Tax advisor
  • IRS representatives
  • Funeral directors
  • Charitable organizations
Other Services Include
  • Trust administration and estate settlement services
  • Revocable and irrevocable trusts
  • Special needs trusts
  • Estate valuation and tax strategies
  • Charitable gifting strategies
  • Risk management and insurance planning
  • Asset management and portfolio advisory services
  • Professional management of specialty assets (commercial real estate, farm and ranch properties, natural resources)