TRUST SERVICES TO PROTECT YOUR WEALTH AND FUTURE

Through our comprehensive trust services, we work with you to identify a solution that best fits the needs of your family and future generations.

We offer fiduciary oversight, document review and summaries, trust accounting, income distribution calculation and coordination, account opening, money movement, and other administrative services.

We also coordinate with your attorney or individual trustees to identify solutions that benefit you and your family.

ENDURING TRUSTEE SOLUTIONS

We can serve as a corporate trustee and assume all fiduciary duties, so you can be assured that the purpose of the trust will be fulfilled, and that if desired, wealth will be preserved across multiple generations.

In this position, we have the authority to make distributions according to the terms of the trust, acquire or sell trust property, make loans to beneficiaries, or oversee real estate, a privately held business or enterprise.

Curious to learn more about how a corporate trustee can help safeguard your wealth? Read our ClearPoint article on the topic by clicking below.