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We are your

trusted navigator

OUR ONLY ROLE IS TO SERVE AS A TRUSTED, UNBIASED ADVISOR TO AID YOU AND YOUR FAMILY IN CONSTRUCTING AND MANAGING TRUSTS.

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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 your family today and into the future. We keep you informed while delivering the superior service you deserve.

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.