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    Our Services

    Managing the Entire Continuum of Wealth

    Solutions for Every Stage of Life

    Our services do not stand alone; rather, each service we offer is fully related to the others. Each is a part of a symbiotic relationship with the customer at the center.

    Trust &
    Fiduciary

    • Trustee Services
    • Beneficiary Coordination
    • Exercise of Fiduciary Discretion
    • Provide recommendations for the most suitable trust vehicle for the customer.
    • Serve as Trustee, Co-Trustee or Agent for Trustee for revocable or irrevocable trusts.
    • Serve as Trustee for Individual Retirement Accounts.
    • Serve as Custodian of UTMA and Guardian of the Estate.
    • Exercise discretionary powers of the trust in an experienced, objective and timely manner, considering the needs of the income and remaining beneficiaries.
    • Interact with the grantor and/or the beneficiaries to assure coordination with other planning intermediaries, and facilitate bill payments.
    • Prepare and file necessary and required court accountings.
    • Provide fiduciary services inherent with the administration of charitable trusts or private foundations as trustee or agent for trustee.

    Investment
    Management

    • Customized Investment Solutions
    • Tactical, Rules-Based Strategies
    • Defined, Holistic Approach
    • We do not use models nor “one size fits all” portfolios. Each of our investment strategies and solutions are customized, only making recommendations once we understand your personal needs today and goals for the future.
    • Beyond trust accounts, our investment team applies our asset management philosophy across all your personal assets and investment accounts, creating a defined, tax-efficient, rules-based strategy for the entirety of each customer’s wealth.
    • Smithfield’s holistic investment strategy works in concert with our tax and trust groups, with a singular emphasis on growing and protecting our customer's wealth.

    Tax & Charitable
    Planning

    • Tax Preparation & Compliance
    • Strategy Development
    • Charitable Fiduciary Services
    • In-house preparation of all fiduciary tax returns, including IRS reportable Forms 1099 and 5498.
    • Preparation of federal and state income tax returns for individuals, corporations, partnerships, and LLCs.
    • Recommend and develop effective tax strategies in order to achieve individual and family tax planning or specific charitable or philanthropic goals.

    Estate Planning & Administration

    • Work With Outside Legal Counsel
    • Document Review
    • Executor or Agent for Executor of Estate
    • Consult with your attorney and accountant to develop an effective estate plan which meets your dispositive objectives, while reducing taxes and maximizing the wealth available to your heirs.
    • Review of current estate planning documents to assure their feasibility in light of periodic changes in the federal estate and gift tax laws.
    • Consider unique estate planning techniques to achieve goals such as providing for a child with special needs, managing illiquid closely held businesses, providing for the education of grandchildren and retirement planning.
    • Manage all aspects of an estate administration as executor or agent for the executor.
    • Identify the most effective and efficient methods or vehicles by which to obtain charitable gifting goals through the use of outright gifts, private foundations, or charitable trusts.

    The Difference is Trust.

    We know our customers by name.

     

    "Trust" is part of our name for a reason. We cannot think of a better word to define Smithfield. It hearkens back to an earlier era when each customer's legacy was supported and protected with the utmost care.

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    Smithfield Trust Company Logo
    20 Stanwix Street
    Suite 650
    Pittsburgh, PA 15222
    (412) 261-0779
    (412) 261-3482
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