Trust Services

If your estate plan includes a trust—whether multigenerational, charitable, or another type—we can continue to manage your investments, according to your wishes. We can do this by working directly with your chosen trustee, whether it's a family member, friend, or a professional or corporate trustee.

Don’t have a trustee in mind? We can assist with that too. With our long-standing relationships with corporate trustees like Charles Schwab Trust Company (CSTC) or our relationships with local professional trustees and trust companies, we’ll help you find the best fit. Whether you choose a family member or a corporate trustee, we can provide the continuity and trust to manage your portfolio assets, protecting and growing your legacy for future generations.