Our approach

It's been said that the best way to handle a conflict of interest is to avoid it entirely. And we couldn't agree more.

That's why our founders have always believed that trustees should never act as money managers. By separating these roles, we can concentrate on what matters most to you:

  • Preserving wealth in accordance with your wishes and regulatory requirements
  • Ensuring that your beneficiaries' needs are met
  • Overseeing asset growth for future generations

Because we are a fee-only trust administration organization and do not receive sales or brokerage commissions, our judgment is never shaped by specific money managers or financial products.