The Nixon Peabody Trust Company has full fiduciary powers and is able to serve as trustee, executor, guardian, and conservator. We offer the broad experience of a major financial advisor, paired with the personal attention you’d expect from a boutique firm. With billions of dollars in assets under management, we understand the immense responsibility given to us by our clients, and we promise to provide responsive service worthy of that trust.
Services
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Trust & Fiduciary Services
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Investment Advice & Management
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Income Tax Planning & Preparation
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Trust
Administration -
Retirement Accounts Management
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Financial
Planning
Trust & fiduciary services
Investment advice & management
Good investment strategies consider all the components that make each investor unique — their personal priorities, risk tolerance, and liquidity, to name just three.
We learn about each client’s financial situation and goals, and offer our analysis of market conditions, investment options, and expected returns. Through our personalized approach, our advisors develop a strategic investment plan and portfolio tailored to each client.
How we can help:
- Perform a net-worth analysis
- Categorize investment assets
- Identify investment goals
- Create an investment plan
- Recommend an appropriate asset allocation
- Implement each client’s portfolio and monitor results
Income tax planning & preparation
We offer strategic tax planning that bolsters our clients’ financial objectives. Our first step is a thorough review of each client’s income and investment structure. Then we create a plan that balances growth objectives with the right tax minimization strategies.
Our strategies include:
- Interest expense characterization
- Capital gains and dividends planning
- Charitable giving
- Tax shelters and tax-free investments
- Alternative Minimum Tax reduction
- Deferral or acceleration of income or deductions
- Planning for purchase or sale transactions
- Deferred compensation
- Formation of trusts, family partnerships, or other legal entities
Trust Administration
We’ll take care of the day-to-day management of your trust or estate, so you can focus on enjoying what you’ve built. We team each client with an individual trust administrator who will offer close personal attention and a comprehensive approach to your short- and long-term needs.
What we do:
- Disburse checks and property in accordance with trust or estate-settlement terms
- Evaluate retirement needs
- Pay bills on your behalf, including tax payments
- Manage, invest, and protect trust assets
- Administer insurance trusts
- Execute securities custody and asset transfer transactions
- Create periodic financial statements
- Process gifts
- Perform estate-settlement services
Retirement accounts management
Retirement planning begins long before your last day on the job. With a detailed knowledge of your individual goals, we analyze your current and the projected financial outlook to determine the best strategy to meet your pre- and post-retirement needs. We also ensure that your retirement plan is aligned with the rest of your financial planning picture, including taxes, investments, estate planning, and insurance.
How we can help:
- Determine your desired standard of living
- Evaluate retirement needs
- Analyze available and expected retirement resources
- Pension plan/401K benefits
- Supplemental pension benefits
- Social Security
- Profit-sharing plans
- Non-qualified deferred compensation
- Investments
- Annuities
- Life Insurance
Financial Planning
We work with you to review your current income, spending patterns, assets, and goals, and develop a comprehensive financial plan to help you achieve those goals. We can map out stages for your financial success and show you the steps you need to take to get there. This thoughtful preparation can greatly reduce any stress and worries about retirement.