You find you need a trust. Now, who is going to be the trustee, especially when you’re not able to handle the duties? Someone independent, objective, and focused on your needs? We may be able to help. The cost?....always the subject of concern to people considering using a corporate trustee. However, upon exploration, you will find that our services are the least expensive in all the financial services realm. Yes, significantly less expensive than your broker, mutual funds or investment managers.

Bank trust departments are a bargain, especially when you realize their attention to detail is famous. You can count on solid and accurate bookkeeping and reporting. Throw in investment, tax, and personal assistance and you have a bargain. Almost like another member of the family. . .

 

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