Custody
We are able to hold assets independently of a client’s brokerage firm with a periodic data feed that records transactions and asset values.

Succession
We provide a fundamental focus on trust management for current and future generations. This includes market securities and special assets such as closely-held businesses.

Planning
Our senior staff comprises decades of experience as estate planners, financial managers and fiduciaries. By combining this expertise with a high level of professional service, our clients benefit from both planning and execution.

Trust
We administer revocable and irrevocable trusts, including charitable and life insurance trusts. We welcome trusts with real estate, closely-held businesses, limited partnership interests and other unique assets as well as public securities such as stocks and bonds.