Many people find it uncomfortable naming a family member, friend or other loved one as a trustee. We work with you to identify and name a corporate trustee who can offer impartial and independent advice and oversee trust administration.
- Understand your unique situation and provide advice to weigh pro’s and con’s of using a corporate trustee
- Assist in overseeing trust administration and distribution provisions
- Beneficiary education and mentoring
- Manage trust portfolio to meet distribution needs and/or growth objectives
- Cost analysis and negotiation of trustee fees
