Peace of Mind

The most important, yet often overlooked element.

Rest assured that you have chosen someone with experience and integrity who will handle every aspect with tact, objectivity, and professionalism.

Features

Together, with your attorney, we can help build a trust for you that will:

  • Manage your assets during your lifetime
  • Provide for an orderly transfer of your assets to your heirs
  • Minimize costly estate taxes
  • Help preserve the assets you've built over your lifetime
  • Avoid probate

Expertise

  • Our staff of over 20 Trust Professionals focuses on using their vast resources and professional experience to provide you with the appropriate service that will satisfy your financial needs at every stage of life.
  • We understand and abide by the strict State and Federal guidelines as well as adhere to a stringent code of ethics.
  • With your direction, we will work closely with your other advisors, including your attorney and accountant, to best meet your financial objectives.

Additional Benefits

  • Our Trust Department will always be present and available for continuous management of your accounts.
  • You receive the personal attention you deserve. We aim to consistently meet and exceed your unique and individual expectations, and will proactively manage your relationship.
  • Rely on us to manage your assets. We are devoted exclusively to asset management for our trusts and offer a wide range of funds as well as individual securities management.
  • We will handle your affairs discreetly and efficiently so your family won't be burdened with additional tasks.
  • We handle the numerous responsibilities involved in settling your estate: court filings, record-keeping, asset management and disposition, tax filings, and estate distribution.