Trust, Estate Planning & Philanthropy

Trustee and Advisory Services

We offer a comprehensive suite of trust and estate planning services designed to protect capital and efficiently transfer wealth to future generations. We provide our clients access to a small group of highly experienced advisors dedicated to serving the unique needs of high net worth individuals and their families.

Our services include:
  • serving as trustee or co-trustee
  • creation of Generation Skipping trusts
  • designing Insurance Trusts for estate tax purposes
  • gifting strategies surrounding concentrated stock positions
  • private company stock valuations and transfers