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Our trustee services have been carefully designed to help meet your needs, we tailor our wide range of trustee services to meet the specific requirements of your family in a variety of different ways.

Trust & Trustee

Main Services:

• Trust formation

• Custody services

• Trust accounting/administration

• Tax review and reporting

• Recordkeeping services

• Portfolio management

• Investment risk consulting

• Customized management services and working together with your tax professional on tax-sensitive strategies

Need more details? Contact us

We are here to assist. Contact us by phone, email or visit our office.​