HONORING YOUR LEGACY
Our singular focus is performing in the best interest of your family and assets.
WHO WE ARE
We’re an independent, privately owned and managed trust company. We work with clients who have considerable assets and large trusts.
AN INDEPENDENT APPROACH, BACKED BY DECADES OF EXPERIENCE
Our approach is different. We are independent so there are no conflicts of interest. We separate trust administration from investment management which leaves clients free to choose the investment manager that best suits their needs. We honor the assets you have built and work with you to preserve them for generations.
We are not your uncle Ralph, who’s dabbled in trusts. For decades, our owners, board of directors, and leadership team have served as trustees and officers for entities owning real estate, operating companies, private equity, and other business assets.
WE'LL SUPPORT YOUR WHOLE FAMILY, FOR GENERATIONS
After a lifetime of building, your family is so much more than your kids and grandkids. It’s your employees, your partners, your charities, and all of those who’ve been with you on this journey. We’ll help you preserve it all. Our only agenda is attending to yours.