Trustee Services

Through our open architecture platform, The Trust Network, investment professionals have access to a wide array of trust services for clients, with a choice of trustees.

The third party trustees, which include The Advisory Trust Company of Delaware, BOK Financial, Comerica Bank & Trust, New York Private Trust, Reliance Trust Company of Delaware and Independent Trust Company of America, assist in the administration of personal, charitable and family trusts for new and existing trusts, while still allowing the investment professional to manage the account assets.

Services offered include:

  • Ongoing accounting
  • Bill payment
  • Inventory maintenance and record keeping
  • Tax preparation and filing
  • Safeguarding trust property
  • Legal, tax and accounting advice

These trustees specialize in finding solutions to unique and complex financial situations in order to protect, transfer and grow wealth.

Trustee Services Network

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Trustee Services Providers

Personal trust services available through a wide selection of corporate trustees

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Trust Network Decision Tree

Expert guidance in the structuring and administration of domestic and international trusts

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Research and Commentary

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