Why Heritage Trust?
May 24, 2018
Why Heritage Trust?
1. We ensure your wishes are carried out.
· We work with you and your professional advisors to design the right solution, customized for you.
· We plan for the worst and manage for the best.
· You will have peace of mind to know that your wishes will be carried out, correctly and effectively.
2. We are good at what we do.
· We have significant knowledge, technical expertise and years of direct experience in estates, fiduciary duties, tax and family enterprise.
· We are established, skilled, experienced, highly respected professionals in our field.
3. We are noted experts in conflict prevention and resolution.
· We have many years of experience working with individuals, families and businesses undergoing transitions or experiencing conflict.
· We are skilled at managing complexity and successfully moving people and organizations through conflict to resolution.
4. We give back to the community through the Heritage Trust Foundation.
· Giving back to the community is a fundamental part of who we are.
· We devote significant resources and time to the North Shore Pro Bono Society, which provides free legal education and pro bono conflict resolution services to underserved individuals in our community.