Leaving behind a financial legacy through a Trust fund helps ensure loved ones will be taken care of. Often used as an estate-planning tool, Trust funds help pass wealth from one generation to the next. As Trustee, we administer funds according to the trust documents, we invest funds according to our conservative, moderate-aggressive, or aggressive investment policy – based on the trust balance, beneficiary age, and life expectancy.
Selecting us to serve as trustee ensures long-term support for trust beneficiaries while protecting funds from wasteful spending. Grantors will have peace of mind knowing the funds will be professionally managed and overseen, keeping the family unified from one generation to the next.