Trust & Fiduciary Services
We are dedicated to helping you manage your wealth with the utmost care and expertise. We offer direct access to professional trustees, while combining the robust capabilities of a major financial institution with the personalized attention of a boutique firm. With billions of dollars under our watch, we take the confidence our clients place in us seriously.
Trusteeship
We are uniquely positioned to provide expert fiduciary oversight and wealth management services. Our clients work closely with our dedicated Nixon Peabody Trust & Estate attorneys, who in many cases serve as professional trustees, offering deep legal expertise and personalized attention. Whether managing complex trust structures or providing tailored solutions, we ensure your trust is expertly administered to protect and grow your family’s wealth today and for future generations.
Trust administration
Managing a trust or estate can be legally, personally, and financially complex. We are here to simplify the process and allow you to focus on enjoying the wealth you’ve built. Each client is paired with a dedicated trust advisor who works closely with both you and your trustee(s), providing personalized, ongoing support tailored to your specific needs.
Here’s how our expert Fiduciary services can help:
Acting as your trustee or working on your behalf, we make informed decisions to protect and grow your assets, ensuring your trust is managed effectively and aligned with your goals.
We oversee the seamless distribution of assets to you and your beneficiaries, ensuring timely and accurate fulfillment of your wishes.
We maintain meticulous records of all transactions and provide regular, easy-to-understand updates, so both you and your beneficiaries have complete visibility into the trust’s activities.
We work closely with tax professionals to ensure your trust is managed in a tax-efficient manner, reducing liabilities and maximizing the value passed on to your beneficiaries.
We help protect the trust’s assets through strategies that mitigate risks, including market volatility, legal claims, and other external threats.
We ensure the trust complies with all relevant laws and regulations, regularly reviewing legal requirements to keep your trust in good standing.
As life circumstances change, we provide guidance to and adjust the trust’s provisions, ensuring your estate plan evolves with your needs.
We offer expertise in managing specialized trusts, such as charitable, special needs, or irrevocable life insurance trusts, tailored to meet unique goals and circumstances.
For trusts integrated into estate plans, we handle the entire settlement process—managing taxes, paying debts, and distributing assets—ensuring everything is done smoothly and in compliance with legal requirements.
FAQs
We offer a comprehensive suite of wealth management services, including investment management, trust and estate administration, fiduciary, financial planning, and tax preparation services. Our team works closely with clients to develop customized strategies aligned with their financial goals.
Our fees are most commonly based on a tiered fee structure, meaning the percentage fee decreases as the size of your assets under management increases. This approach ensures transparency and aligns our interests with yours. However, a more individualized fee structure can be tailored to your personal goals and vision.
Each client benefits from a dedicated team of professionals – including trust and estate attorneys, trust administration experts, financial planning specialists, and portfolio managers – who work together to deliver holistic, personalized service.
We offer a “one stop shop” for all your financial needs. Our services are ideal for individuals, families, and institutions seeking long-term wealth preservation, estate planning, and fiduciary oversight. We also work with outside attorneys and other advisors to support complex financial needs.
Yes. As a trust company, we are held to the highest fiduciary standards. This means we are legally and ethically obligated to act in your best interest at all times.
We work closely with attorneys at Nixon Peabody LLP to provide integrated legal and financial solutions. This collaboration enhances our ability to address complex estate, tax, and business succession planning needs.
While we typically work with clients who have >$1,000,000 in investable assets, we encourage you to contact us directly to discuss your specific situation and how we can help.
You can begin by contacting us through our website or calling our office. We’ll schedule an initial consultation to understand your goals and determine how we can best support your financial journey.
We maintain regular communication with our clients and provide ongoing updates, reviews, and strategy sessions. The frequency can be tailored to your preferences and needs.
Absolutely. We adhere to strict confidentiality and data protection standards to ensure your personal and financial information is secure.