Skip to contentFiduciary Services
Services include:
- Professional Executor
- Professional Trustee
- Professional Power of Attorney
- Professional Committee
- Agent for Executor, Attorney, Trustee or Committee
Family Office
Services include:
- Tax, estate, business succession and philanthropic planning
- Document management and record keeping services
- Expense management, bill paying and bookkeeping services
- Family member financial, legal and business education
- Family dispute prevention, resolution and governance assistance
Escrow Agent
Services include:
- Hold funds and/or property in trust for third parties while a transaction is finalized or a disagreement is resolved
Funeral Trust Administration Services
Services include:
- Trustee of funeral trusts, investing and administering the funds of consumers who have pre-arranged and pre-paid for funeral and/or cemetery services