SECURE. ENDURING. FLEXIBLE
Wealthy families and institutions often face endless choices when seeking wealth management and trust services, and the decision about what to do with their hard-earned capital can be overwhelming and multifaceted. At Clearstead Trust, we take the time to understand your family’s situation through a series of conversations. Where some clients are clear about their objectives, others want to understand the benefits of different trust instruments. Often, we work closely with a client’s attorney or individual trustee to determine the best path forward. Our goal is to provide clear and practical solutions to you, our client.
As a State of Maine Chartered Trust Company, we can serve our clients and their beneficiaries regardless of where they reside providing them with permanent, trust solutions to help guide the future generations of their family for years to come.
BENEFITS OF A CORPORATE TRUSTEE
ASSUMES FIDUCIARY DUTIES AND MANAGES ALL ASPECTS OF TRUST ADMINISTRATION
OFFERS A SAFE, PRIVATE, AND REGULATED ENVIRONMENT
ALLOWS FAMILY TO FOCUS ON OTHER PRIORITIES
We provide comprehensive trustee services including fiduciary oversight, trust document review and summary, trust accounting, income distribution calculation and coordination, oversight of discretionary distributions, tax planning and compliance.
We offer investment management services, including investment policy support, asset allocation, investment research, security selection, portfolio construction and rebalancing, portfolio performance monitoring and consolidated reporting of public and private holdings.
We handle all facets of administration including accountant coordination, account opening, money movement, attorney coordination, Trustee, Co-Trustee, Successor Trustee and Trust Advisory services.
WHOM WE SERVE
We serve individuals and families with Revocable Living Trusts, Irrevocable Living Trusts, Testamentary Trusts, Family Trusts, Marital Trusts, Life Insurance Trusts, Real Estate Trusts, and Charitable Trusts.
As stated earlier, Clearstead Trust is a State of Maine chartered Trust Company, that has been granted powers that enable us to coordinate the investment, tax, and legal issues associated with trust instruments. For example, serving as corporate trustee or co-trustee, we are uniquely positioned to act over multiple generations – giving you the confidence that your assets will be managed and maintained according to your direction for years to come. As Corporate Trustee or Successor Trustee, we have the authority to acquire or sell trust property, make loans to beneficiaries from a trust, or oversee real estate, a privately held business or enterprise held in trust.
Find Your Trust
CLEARSTEAD TRUST IS STRUCTURED TO PUT CLIENTS’ INTERESTS FIRST THROUGH OUR FEE-ONLY ADVISORY MODEL. WE ARE INDEPENDENT AND BELIEVE THIS IS CENTRAL TO PROVIDING OBJECTIVE ADVICE TO CLIENTS.
Clearstead Trust is a Maine chartered Trust Company and private client advisory firm that aims to build and protect clients’ wealth over time.
1 Union Street | Suite 302
Portland, ME 04101
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