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The Trust Company team provides oversight for families with substantial balance sheet assets. Conservative investment principles are recommended and independently monitored to ensure wealth is protected.
We provide personal balance sheets that integrate with brokerage firms for streamlined and consolidated up-to-date reporting. This level of reporting can reduce year-end accounting fees for you by supplying your tax accountant with organized current records for tax return preparation and/or personal financial statement preparation. Other balance sheet assets including life insurance policies are reviewed for ‘appropriateness’.
Our in-house investment experts are continuously monitoring the relative valuation of the entire investment universe. We will determine an appropriate asset allocation for the client based on the long term return goal, risk tolerance, and time horizon. An extensive fee analysis is conducted, assuring your investment managers and/or brokers are charging a fair level of fees for the services provided.
Changing tax and estate related regulations make trusts one of the most effective vehicles for the transfer of wealth from one generation to the next. We can serve as corporate trustee, co-trustee, personal representative or investment agent. Other common objectives are to reduce or eliminate estate taxes, capital gain taxes or income taxes, avoid public probate proceedings and ensure confidentiality.
The Trust Company has extensive contacts in the investment, legal, accounting, banking, and insurance fields that can provide the optimal array of services for each specific client. We conduct independent evaluation and management of outside professional service providers that is respectful of existing relationships.
Some ultra high net worth families require specialized services beyond the scope of customary provisions included above. fulfills both classic and highly unique needs with an individual tailored plan, including expert internal and external advisors and resources.