TRUST, FIDUCIARY & ESTATE SERVICES
Preserving and transferring family wealth
Our experience in planning, interpreting and administering personal and charitable trusts guides us as advisors. You can rely on us to serve as trustee or co-trustee with integrity and an enduring commitment to fiduciary values and prudent stewardship.
Delaware Trust Services
We offer highly tailored, sophisticated investment management and fiduciary services for U.S.-domiciled and international clients who recognize the pre-eminence of Delaware law for worldwide structuring of family assets and its favorable tax regime. Included among our suite of planning solutions, for instance, are directed trusts, spousal lifetime access trusts and asset protection trusts for business owners, multigenerational families, estates and trusts.
We act in your best interest to prudently oversee your financial assets, using customized solutions and trust administration, trust accounting and investment management.
Trust and estate settlement
Settling trusts and estates is a complex, time-intensive matter that can entail numerous interactions with outside counsel, courts, regulators and others. With decades of experience, our team of specialists will coordinate and manage the process, including asset collection and valuation, debt and expense administration, preparation and filing of various tax returns and distribution of estate and trust assets to beneficiaries in a timely manner.