Our services include acting as trustee or successor trustee on almost any type of trust (including revocable living trusts, charitable trusts, testamentary trusts, credit shelter and marital trusts, self-settled asset protection trusts, life insurance trusts and others). We can also act as agent for other fiduciaries, providing individual fiduciaries with “back office” support as needed for things such as fiduciary accounting, reporting to courts and beneficiaries, and compliance. We have short-term relationships (such as acting as executor of an estate or winding down revocable living trusts after a death) and dynastic trusts designed to manage, preserve and protect family wealth long into the future. We are happy to work with you and your other advisors to help design estate plans for clients of all wealth levels—from salt-of-the-earth folks, to mass-affluent professionals and entrepreneurs, to ultra-high-net-worth families.