We combine technology with a tradition of personalized service to meet our clients’ complex financial needs, which can include:
• Worldwide financial interests
• Investment partnerships
• Operating business(es)
• Trust assets
• Multiple residences
• Charitable foundations
Families who wish to implement sophisticated, multiple-manager investment programs, require consolidated reporting, and want exposure to best practices.
Among our services:
• Wealth transfer planning
• Custom trust solutions
• Trust administration
• Estate settlement services
• Guardianship services
