Family Estate & Trust Services

Protecting and sustaining your family’s legacy

 

With over 150 years of experience, we help establish trust and support structures designed to sustain your family’s legacy and wealth for generations.

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We offer

Dedicated Resources

Our team of 120 dedicated trust professionals focus on families and generational trust administration.

Trustee Services

We will serve as Trustees, working alongside your advisors to consult and contribute effectively.

Focused on Preservation and Transfer-Tax Impact

A dedicated trust tax team with a focus on generation-skipping transfer taxation.

Risk Management

An established fiduciary risk management team providing oversight, testing and compliance  in an effort to provide soundness and stability.