Our team provides a variety of services designed to help ensure that your trust is efficiently administered to help grow, protect, and preserve wealth for future generations, such as administrative and recordkeeping; tax-related responsibilities; and ongoing communication with the trust’s beneficiaries. 

Delaware law offers numerous advantages to consider for your trust, regardless of the state in which you reside, including asset protection trusts, long-term dynasty trusts, and a directed trust feature. Our team has extensive knowledge of the state's favorable tax laws for personal trusts and business entities.¹

We have longevity, prudence, and considerable experience working with families over multiple generations, and are dedicated to administering each trust in accordance with its specific provisions. Our team demonstrates impartiality, fairness, and sensitivity to the needs of the beneficiaries we serve.

Settling an estate requires a significant amount of time, energy, and responsibility, along with knowledge of all legal and tax requirements. When named as your executor, we handle all administrative and related functions, with a focus on carrying out your wishes as you intended in a caring and conscientious way.

When you have unique assets, you may need a skilled team to provide knowledgeable administrative services. Our team administers interests in closely held businesses, real estate, mineral interests, loans and notes, life insurance, and other unique and hard to value assets that are held in trust, agency, or custody accounts.