For the Legal Community
We work closely with estate planning and probate attorneys to provide the level of fiduciary service they want for their clients in the following areas:
- Trustee
- Personal Representative
- Conservator/Guardian of the Estate
- Life Insurance Trusts
- Power of Attorney
- Consultant
For the Financial Community
We partner with money managers to act as Trustee, Conservator, or Guardian for their clients. For bank trust departments, we are available to consult and manage/monetize private company interests, evaluate and manage real estate, limited partnership interests, art and collectibles in their clients’ trust portfolios.
For Families
We manage the affairs, both financial and personal, of vulnerable family members.
Our assistance with their health, mental health or money issues and with day-to-day decision-making can be invaluable.
