Experience, Integrity and a Commitment to Service

Our Team

Decades of experience as trustees

We were founded by individuals with decades of experience serving as private trustees for families.

Our team collectively has more than a century of professional experience in estate planning, tax, and trust administration. We are committed to serving the needs of the individuals and families who have entrusted us with their legacy.

Our professionals pride themselves on providing a high level of service. To accomplish this, our trust officers each work with a limited number of clients.