Our Trustee team works diligently and in close cooperation with founders, beneficiaries, trust protectors, lawyers, advisors and managers to attain this goal.
OUR SERVICES INCLUDE:
- Serving as directed trustee or discretionary trustee.
- Serving as co-trustee.
- Serving in limited roles such as special trustee, trust protector, appointer and similar positions.
- Serving as trustee of charitable trusts, including charitable lead and charitable remainder trusts and private foundations.
- Overseeing all types of trust assets.