Build your legacy

Your legacy can have a lasting impact for your family and community. Providing for loved ones and the causes that matter most to you takes thoughtful planning.

Understanding Trusts


Create a forward-thinking strategy

A robust estate plan reflects your unique vision and values. A forward-thinking strategy takes into account everything required to settle your estate, which can be complex, time consuming and stressful. A well-designed plan balances the interests of friends, relatives and the causes you care about most.

What is a trust?

Trust and Estate Considerations


Talk with your legal and tax advisors

Creating the right type of trust depends on your purpose and goals. You have objectives, unique to you, such as transferring assets in a tax-efficient way, structuring charitable giving or administering your plan through multiple generations. Some types of trusts can be modified after they are created, while other trusts are irrevocable after they are legally established.1

Learn more about types of trusts

Trust Situs


Choose a state with trust-friendly laws

If your estate plan will include an irrevocable trust, you may want to consider locating it in a state with trust-friendly laws.

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Our approach to trusts and estates

We see trusts and estates as a critical component of your overall wealth plan. Our goals-focused approach to wealth planning sheds light on your priorities and creates a financial plan that can help get you there. We listen to your goals and priorities and collaborate with you and your attorney to determine the right structure for your will, trust or entire estate plan.

We offer you:


We’ve been administering trusts for more than 100 years.


We execute your plan without the conflicts of interest and pressures that family members and friends can often represent.


Year after year, generation after generation, you can count on us to honor your plan.

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Our WEALTH Teams


Where are you in your financial journey?

We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.

Online investing for all

No minimum investment required

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Comprehensive wealth management

Starting at $100k investments or $250k total balances

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Private wealth services

Starting at $3 million net worth up to $75 million

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Family office services

Starting at $75 million net worth and above

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What is a trust

Trusts can help you minimize taxes and ensure that your assets are distributed and managed according to your wishes.

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Trust and estate planning

Read various featured articles on the topics of trusts and estate planning.

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How to handle the emotions involved in trust planning

Trust planning involves much more than numbers on a spreadsheet – it also involves family dynamics.

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