Trustee Services

We welcome the opportunity to serve as a professional trustee for our wealth management clients. We act as trustee or co-trustee of many different kinds of trusts, including

• revocable living trusts
• irrevocable testamentary trusts
• charitable remainder trusts
• irrevocable life insurance trusts

Such trustee services include having a Principal of the firm serve individually as your trustee or co-trustee. We perform necessary trust administration functions such as preparing trust tax returns, providing trust accounting reports, and delivering annual accountings and distributions to beneficiaries.

Personal Affairs Management

Our clients value their time. Personal affairs management is designed to assist you in organizing and dealing with your personal and household financial affairs.

Our personal affairs management services encompass

• reviewing and preparing checks to pay household bills
• overseeing payroll for household staff
• reconciling checkbooks
• compiling and organizing income tax data
• establishing personal budgets and financial record keeping systems