Personal Trust Management
TRUST & ESTATE SERVICES
When creating a trust, you want to feel confident that it will be administered with efficiency and diligence. Experience how generations of families have benefited from our trust management skill.
We administer complex trusts for families with broad, diverse, and sophisticated needs. Our services include:
PERSONAL TRUST MANAGEMENT
- Administer trust according to the specific terms of the trust agreement
- Exercise the trustee's discretion when appropriate
- Provide continuity of administration during times of grantor's incapacity or disability
- Maintain detailed records of all account transactions
- Issue monthly or quarterly principal and income statements and asset summaries
- Keep record of taxable and tax-exempt income
- Adjust tax-cost basis
- File trust tax returns annually and furnish tax information to beneficiaries
- Act with impartiality, integrity, fairness, and sensitivity to the beneficiary’s needs
- Establish open channels of communication
- Distribute income and principal on a timely basis
- Exercise discretion appropriately and professionally
What Should Be Considered When Selecting a Trustee?
EMERALD GEMS
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WEALTH COMPASS
Is the next generation of your family prepared to inherit wealth and become thoughtful stewards of the family’s legacy?
Let Wealth Compass be your guide.
Explore our full range of services for your holistic wealth management needs:
ADDITIONAL WEALTH MANAGEMENT SERVICES
Contact Us Today
Frank Sutton
Head of Trust Administration and Estate Settlement
