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.
Preserving Legacies, Protecting Futures
At Trust Company Family Offices it is our privilege to serve client families as their trustee, accepting the profound responsibility of being a trusted fiduciary advisor across generations. We draw on our deep knowledge of the role trusts play in supporting multigenerational family wealth to ensure our clients' trusts are structured properly and administered as intended. Depending on the client family, we may serve as sole trustee, co-trustee, directed trustee, or often as agent for trustee during the time when our clients retain the decision-making responsibility for their trusts.
Working together, we actively engage our clients to build meaningful relationships with their family to fully understand their vision and ultimately preserve their family's legacy. Uniquely informed, we then utilize disciplined trustee practices with the personal touch and flexibility of a family office to provide comprehensive, customized fiduciary services.
Our clients experience overall peace of mind knowing their affairs are in the hands of a team of highly credentialed professionals with the expertise and resources of a family office. Our commitment to establishing meaningful, long-term client relationships is what sets us apart.