Individual Trustees Network

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Individual Trustees Network

Individual Trustees NetworkIndividual Trustees NetworkIndividual Trustees Network
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Individual Trustees Network

Individual Trustees NetworkIndividual Trustees NetworkIndividual Trustees Network

Individual Trustees Network

Individual Trustees NetworkIndividual Trustees NetworkIndividual Trustees Network

Are You A New Trustee? Our Network is here to help!

Trust Administrator

We know the complexities that are involved in trust administration and will work with your existing Attorneys, Investment Advisors and Accountants to properly manage your trust. 

Co-Trustee

We are able to serve as co-trustee with another individual trustee or corporate trustee.  Having multiple trustees ensures collaboration between the parties. 

Successor Trustee

Do you need someone to name as a successor trustee?  We are here to help protect your legacy for future generations. 

Investment Management

Maintain Your Family's Existing Investment Professionals

Fees

Flat Fee or Percentage of Assets Under Management

Our fees are structured either as a flat fee or a percentage of assets under management.  We pride ourselves on offering services that are fairly priced, which allows for continued growth of trust assets. 

Contact Us

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