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Trust & estate services
Our trust and estate planning experts help you design and implement flexible, tax-efficient strategies to help preserve your wealth and transfer it across generations. We work with you to ensure your assets are distributed according to your wishes, with safeguards in place for unexpected life events. We focus on minimizing estate taxes, protecting your legacy and supporting long-term financial security for your loved ones.
Learn about our trust & estate services
Meet our trust & estate leadership team
Our trust and estate team includes 63 professionals, including 15 trust counsel members, with 24 years average experience and an average tenure of 7+ years with our firm. View all
How we work with you
We surround you with a multi-disciplinary team of advisors to craft the right combination of investment, tax planning and wealth transfer strategies to help you grow and protect your wealth. Everyone on your team knows your history, your plans and your needs and is actively working on your behalf to achieve your goals.
A comprehensive approach
We align all areas of wealth management to provide you with a comprehensive plan that seeks to achieve the best overall outcome for your wealth.
Wealth planning
We don't just help grow your wealth—we help protect it. By understanding your full financial picture, we create a plan that identifies risks, maximizes tax and estate strategies and keeps you on track as you pursue your goals.
Investing
Your portfolio reflects our best market thinking, tailored to your goals and life circumstances. We draw on a wide range of investment strategies—active and passive, traditional and alternative—using both internal and external managers.
Family office services
We approach your family's needs with our core principles of preserving, growing and transferring wealth in the most tax-efficient manner possible.
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Talk to us today
Discover how we can build a wealth planning and investment strategy to help you meet your financial goals.