Customized
Open Architecture
Trustee Solutions
"Open"
Not restricted to a group or category of participants.
"Architecture"
A unifying or coherent
form or structure.

Support for the
Individual Trustee

Personalized service of a
Professional Trustee

Needing support as a Trustee?

leaf

Looking for a Professional Trustee?

leaf

Require a Corporate Trustee?

leaf

Desire oversight of a Trust Protector?

 

Regardless of your role, need or desire,

we have your solution.

Get Started →

Trust Accounting  leaf  Trust Administration leaf  Trust Distributions

Our Open Architecture Trustee Service™ solutions allow families to retain and engage those they trust and respect in fulfilling the multifaceted role of trustee.

After all . . . it is the family’s wealth.

Who we serve

Families

Trust Beneficiaries

Individual Trustees

Professional Trustees

Trust Protectors

Attorneys

CPA’s

Financial Advisors

Our Services

Professional Fiduciary Services

Trust Administration

Trust Protector Services

Special Independent Trustee

Consultative Support

Fiduciary Expert Witnesses

Beneficiary Assistance

Family Office Outsourcing

Fiduciary Accounting

Trust Specialties

Family trusts

Charitable trusts

Special needs trust

Life insurance trusts

Rabbi Trusts

IDGTs