Serving As Your Family’s Guide From This Generation to the Next
“The devil is in the details. The details of planning can make all the difference in a family’s ability to pass a legacy from generation to generation.”
—Westray Veasey, Chief Fiduciary COUNSEL
Protecting Your Legacy is Our Focus
We can guide your family through a challenging time and help work through the myriad of complex decisions that arise after the loss of a loved one. We serve as your executor, and coordinate with family and other advisors to effect the proper and efficient administration of the estate.
We can protect and serve your family when you aren’t there to do it. Our longevity will extend beyond the life of any individual beneficiary, providing continuity from one generation to the next.
What Sets Us Apart
We create and sustain personal relationships with trust beneficiaries, their families and their advisors through open, honest communications while maintaining the highest degree of confidentiality and discretion.
Our team of seasoned professionals draw on years of industry experience and expertise in the areas of trust investments, administration, accounting, taxation and reporting.
Your needs and concerns are as important to us as they are to you. As a privately held trust company, we’re able to prioritize prompt and thoughtful communication.