Fiduciary & Independent Trustee
Empowering families to turn financial strength into lasting fulfillment.
Services
Independent Trustee
A neutral, long-term fiduciary who works alongside your team to carry out the trust’s purpose and support the people it was meant to benefit.
Trust Administration
We oversee estate settlement and trust operations, coordinating with legal and tax advisors to ensure smooth, thoughtful distributions.
Co-Trustee Support
Partnering with a NextGen family member to share duties and provide fiduciary mentorship, with the goal of stepping back once they’re ready to serve independently.
Real Estate Specialization
Whether managing long-term or liquidating assets, we bring deep commercial real estate expertise to maximize value for beneficiaries.