At The Trust Company we deliver a thorough, dynamic, and economical alternative to hiring your own Chief Financial Officer. Serving as your CFO, we are the point of contact for all your trusted advisors to provide the specific results your family needs.
Successful families have naturally complex dynamics and understandable concerns stemming from the desire to do what is best for all involved.
The Trust Company’s Family Office Services offer a holistic solution to manage the financial and investment side of single or multiple generations of a family’s wealth related needs.
In addition, as family members mature or experience life changes, we are available to provide guidance in family education and governance, philanthropic giving, and succession planning.
Family Office Services by nature are individualized and very specific to each client relationship. See our comprehensive offerings on how we can assist with your family’s aspirations.
- BALANCE SHEET COMPILATION AND ANALYSIS
- INVESTMENT PORTFOLIO OVERSIGHT
- LIQUIDATION EVENT PLANNING
- SUCCESSION PLANNING
- FORMULATION OF TAX, TRUST, AND ESTATE STRATEGIES
- LICENSED TRUSTEE SERVICES AND TITLING OF ASSETS
- ESTATE PLAN REVIEW AND MONITORING
- OPERATING ENTITIES REVIEW AND TRACKING
- PERSONAL FINANCIAL SERVICES
- LIFE INSURANCE REVIEW
- PROPERTY AND CASUALTY INSURANCE REVIEW AND MONITORING
- REAL ESTATE ADVISORY
- PHILANTHROPIC PLANNING
Enhance Your Circle of Advisors
The Trust Company has sound relationships with an array of experts across the investment, legal, banking, accounting and insurance fields who are available to fulfill a role within your trusted advisor circle should the need arise.
We conduct independent evaluation and management of outside professional service providers that is respectful of your existing relationships.