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Trust &
Fiduciary
Provide recommendations for the most suitable trust vehicle for the customer.
Serve as Trustee for revocable or irrevocable trusts created by inter-vivos documents or by Will.
Actively manage the assets of the account relationship on a tax-sensitive basis using internal and external investment approaches. This incorporates an overall asset allocation strategy utilizing investments encompassing domestic and foreign equities, plus, fixed income and alternative investments.
Exercise discretionary powers of the trust in an experienced, objective and timely manner; considering the needs of the income and remaining beneficiaries.
Serve as Guardian of an estate for a person who is no longer able to make decisions.
Prepare and file all required federal and state
fiduciary
income tax returns.
Interact with the
grantor
and/or the beneficiaries to assure coordination with other financial intermediaries.
Services
Trust & Fiduciary
Investment Management
Estate Planning & Administration
Tax Planning
Charitable Planning
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