We bring peace of mind to families managing the complexities of wealth.
Trust Company Family Offices manages and coordinates the affairs of families and their individual members as they navigate real-life challenges that deeply impact family wealth, vision, and legacy.
Family is in Our Name
We understand that for most families, wealth is more than money. By establishing long-term relationships with our clients, we come to understand their unique values and goals, and develop solutions which support family continuity.
Our professionals have the highest levels of accreditations and certifications, and have specialized training in understanding and supporting the needs of families.
Your family’s success is our mission - and your peace of mind is our goal.
Investment Management
To grow and sustain a financial legacy, the first step is to understand your values, priorities, and objectives. We then work together with you to create a strategic, long-term wealth and investment plan customized to your unique circumstances.
Wealth Planning
Our experienced wealth planners collaborate with you, your family, and your legal and tax advisors to design and implement a wealth and estate plan which meets your personal, income, and tax-planning needs.
Trustee Services
As a corporate trustee, we provide you and your family with continuity and peace of mind. We work with your estate planning attorney and other advisors to protect your assets and provide for your family.