Independent Trustee Services

An independent trustee is a neutral, third-party individual or entity responsible for managing and administering a trust in the best interests of its beneficiaries. Unlike family members or beneficiaries who may serve as trustees, an independent trustee is typically a professional with no personal stake in the trust, ensuring impartiality and legal compliance.

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Your goals are our top priority. When managing trust funds, we meticulously follow the trust's documents, ensuring compliance with all instructions. Unlike many other trustee service providers, we go the extra mile by adding another layer of oversight through the use of independent, unrelated investment advisors, which we personally oversee. Importantly, we do not accept any commissions or referral fees.

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Our in-house accounting and tax teams have helped numerous trusts save thousands of dollars annually by identifying cost-saving opportunities, preserving trust assets, and, when allowed by the trust document, increasing distributions to beneficiaries.

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Let us help you achieve your business and financial goals, whether you're managing a trust or navigating key business decisions. With our trusted guidance, you can make informed choices and optimize outcomes.

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Who needs an Independent Trustee?

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• High-net-worth individuals – To ensure professional management of family wealth.

• Families with complex dynamics – To avoid conflicts among beneficiaries.

• Special Needs Trusts – Ensuring long-term care for individuals with disabilities.

• Charitable Trusts – Managing assets and donations for nonprofit purposes.

• Business Owners – Ensuring smooth succession and management of business assets.