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.

Meet our team

Our dedicated  professionals help you achieve what matters most to you. Learn more about them and get in touch with an advisor today.

Michael

Michael Miranda, CFA®

Managing Director
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Michael

Michael Finan, CFA®

Managing Director
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Tina D.

Tina D. Milligan

Managing Director
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James M.

James M. Minich

Managing Director
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Amy

Amy Griman

Chief Trust Officer
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Michael

Michael Miranda, CFA®

Managing Director

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Michael

Michael Finan, CFA®

Managing Director

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Tina D.

Tina D. Milligan

Managing Director

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James M.

James M. Minich

Managing Director

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Amy

Amy Griman

Chief Trust Officer

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