MORE THAN A DECADE earnestly providing the highest level of service tailored to the unique needs of individuals and their families in particular need of a relationship of absolute trust and complete confidence.

 

As experienced, professional fiduciaries and wealth managers, we are partners for life and even beyond. 

 

We serve clients who need help with one or more of the following:

 

Trust Management & Administration

We act as Trustees under a written trust agreement, court appointment, or Will establishing a trust.

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Power of Attorney

As Power of Attorney, we conduct financial business on behalf of clients who 

are unable or unavailable to act on their own.

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Estate Settlement

We serve as Personal Representative and administer estates for clients who have passed away by

settling their affairs as they instruct by their Wills.

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Custodian for Minors

We protect and care for custodial accounts created for minors.

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Bill Payment

For clients who need help managing their bills or

simply prefer to delegate this task to a professional.

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Fiduciary Consulting & Support

Examples of additional services we offer include:

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Financial planning & budgeting

Fiduciary counseling and consultancy

Short-term fiduciary-related projects

Advisor referral and selection

Expert witness for trust disputes and litigation

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