The Trustee Services Group is a beneficiary focused team drawing upon our diverse professional experience to help beneficiaries become wise stewards of their inherited wealth, while simultaneously supporting the family’s professional advisory team as together we collaboratively strive to successfully navigate the complexities of family wealth.
Experienced Servant Leaders
Our Finance team works to make sure disbursements are made timely, efficiently and provided to the beneficiary in the way they can put it to quick use.
Our Trust Education team helps beneficiaries understand how the trust works, why the grantor set it up the way they did, and how it was intended to be used for your benefit.
Our Client Services team is a responsive group who strives to make sure each client is heard and understood.
Caring & Collaborative
Sharing a common calling to deliver a personalized, beneficiary focused solution, our team of caring and collaborative professionals regularly draw upon their extensive experience in order to deliver the customized and responsive service which all clients deserve.