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?

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Looking for a Professional Trustee?

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Require a Corporate Trustee?

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Desire oversight of a Trust Protector?

 

Regardless of your role, need or desire,

we have your solution.

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Specializing exclusively in
Open Architecture Trustee Services

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