Fiduciary 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