We work with individual trustees and corporate trustees from RBC Trust (Delaware situs),  RBC Global Private Banking (RBCWM, International),  TCA TrustCorp America, South Dakota Trust Company (SD situs) and Comerica Bank & Trust to manage the investments to meet the trust's investment objectives while being 100% accountable to the trustee.

This structure allows the trustee to focus more on the family office services and/or trust administration to uphold their fiduciary standard to create a dynamic team of professionals. Working in the best interest of the beneficiary following through with the grantor's wishes.

We work with the trustees to not only prepare the money for the beneficiary but we also believe in getting the beneficiary ready to receive the money through educational services offered in conjunction with corporate trustees.