Trusts and Estates

Shaping your legacy and transferring your wealth

We have been helping many of America’s wealthiest families build estate plans and implement wealth transfer strategies. Your team can work with you to build a sound estate plan that may help you:

  • Control the transfer of wealth to those you care about

  • Fulfill important philanthropic commitments

  • Reduce estate taxes

  • Maintain your privacy

  • Protect assets from creditors and other third parties

We can help you and your attorney establish trusts to provide financial security for your spouse or partner, pass assets to future generations and charities and reduce estate taxes, as well as provide for financial and investment management during your lifetime. We bring our extensive knowledge and experience to bear in helping clients manage their trusts whether we are serving as agent for trustee or corporate trustee.


Making your charitable giving more fulfilling and effective

We offer you personal support and an array of tools to help you and your family assess your charitable goals, values and interests. Your philanthropic specialist can then help you understand a range of important considerations, including how to:

  • Implement your plan

  • Identify the best-qualified grant recipients

  • Monitor the impact of your efforts

We can help you design and implement a philanthropic strategy that helps you fulfill your values-based commitments in a way that is consistent with your lifestyle.

Custody  & Clearing Services

Benefiting from the experience of dedicated custody specialists

We are the custodian of choice for many sophisticated investors with extensive and complex holdings. Whether you manage your own portfolio or work with multiple brokers and investment managers, we can structure a personalized custody program that simplifies portfolio and trade monitoring and helps meet your specific safekeeping, service and information needs.