As a leader in providing trust and estate services, we help individuals and families navigate the complexities of trust management and ongoing administration. Using a collaborative approach, we work together with clients and their other advisors in the creation and management of trusts.
The complexities and nuances of serving as a trustee, executor or administrator of an estate are many. Our Fiduciary Advisory Services Team delivers a full spectrum of trust and estate advice and service capabilities that combine our professionals’ financial, tax and administrative experience with the utmost objectivity, discretion and thoughtful administration.
Acting in a fiduciary capacity, our capabilities include:
- Serving as a co-trustee or sole trustee to individual fiduciaries, providing investment tax and administrative aspects of trust and/or estate management
- Serving as executor or personal representative, or appointed agent for estates