Put your trust where it matters
Taking care of yourself and your family today while creating a legacy for those you care about requires significant effort. Your achievements deserve respect, not only from those who will benefit from your generosity, but also from partners you can confidently rely on to act as your Trustee, Co-Trustee or Successor Trustee. This reliance demands the highest ethical standards – which are, after all, at the very root of “trust” – a concept that marries your intentions with fiduciary accountability.
Our fiduciary role
As a Corporate Trustee, we are a fiduciary, bound to manage and oversee your assets with your best interests in mind. We have a duty of loyalty to you and your beneficiaries subject to the highest ethical standards. Regardless of where you are in your life, we can help you consider and manage the goals of wealth preservation and distribution. We provide this advice and guidance with expertise, sensitivity, and discretion, working in collaboration with your tax and legal advisors.
More than 100 years of Trust and Estate administration experience
Our longevity may benefit you in several ways. Our experience affords us an intimate understanding of trusts and estate management. We value the importance of building relationships with your tax and legal advisors to ensure we collectively consider your goals and needs. And our knowledge is supported by a strong relationship management approach in which we surround you with a local team that knows you, your family and your community.
Global asset management investment platform
Your investment plan is a key component of your trust strategy and we may add value through a dynamic investment platform that goes well beyond traditional investments. We can also help manage specialty assets such as commercial and residential multifamily real estate, farm and ranch property and natural resources. We take into consideration your specific investment preferences and existing portfolio holdings and look to the future with a focus on the preservation of your legacy.
Comprehensive and sophisticated strategies
We’ll introduce you to strategies and tools that can help you grow, preserve and distribute your wealth. Recommended strategies will be offered in collaboration with your tax and legal advisors to ensure that we fully understand and appreciate your broader wealth plan.