Independent Trustee
& Trust Management Services

We provide trust management, trust compliance, independent fiduciary, investment oversight, and trust administration services. Our mandate is to make sure your intentions are seamlessly executed. We do not sell products, churn accounts, or take hidden commissions. We are independent of institutions but do not insist on exclusivity. We are a fixed fee-based professional administrator and we often quarterback, collaborate with and oversee other advisors including attorneys, accountants, money managers, insurance and similar professionals.

We administer and manage a variety of complex trusts, including:

  • Independent Teammate Trusts - TRUST MATE ™

  • Asset Protection & Self-Settled Trusts

  • Philanthropic Trusts

  • Revocable Trusts

  • Irrevocable Trusts

  • Credit Shelter & Marital Trusts

  • Grantor Retained Annuity Trusts

  • Oil, Gas & Mineral Trusts

  • Life Insurance Trusts

  • Qualified Residence Trusts

  • Generation Skipping Trusts

  • Defective Grantor Trusts

  • Judicial Settlement Trusts

  • Special Asset Trusts (Real Estate, Art, etc)