We take a deep personal interest in you and your family’s affairs, whether for the purpose of managing trusts for your benefit, taking care of your loved ones well into the future, or in setting charitable and philanthropic goals. As your trustee, we take very seriously our duties of loyalty, investment of trust property, privacy, impartiality, and most importantly, our responsibility to stay abreast of your needs, keep you informed, while delivering superior service.

The role of trustee is one we view as a steward of trust assets for all beneficiaries. Our local trust committee balances the needs of the beneficiaries and the creator’s intent while holding onto the belief that a relationship with the trust’s beneficiaries is paramount in a trust’s decision making and administration.