Planning for future generations? Our specialists can work with you to develop a strategy to best meet your wealth management needs.
Use your wealth to support the people and causes you care about
A trust account can help you:
- Plan for changing needs
- Maximize what you leave to heirs or charity
- Minimize the effect of taxes
We’re here to help you through life’s transitions
We work closely with your attorney, accountant, and other advisors to coordinate the services you need. Depending on your situation, and how you name us in your will or revocable trust, we can:
- Manage your trust assets
- Administer the affairs of your trust if you are no longer able
- Assist your family by handling the complexities of estate settlement
Consider the confidence that comes from professional guidance
We can also help you with non-financial assets such as closely held business; real estate; and oil, gas, and mineral interests.