Fiduciary Services

Serving As Your Family’s Guide From This Generation to the Next

As part of our relationship with our clients, we have the ability to act as Trustee and Executor, as well as work with your outside counsel to ensure the legal structures of your wealth planning match up with your long-term financial objectives.

Meet Westray

“The devil is in the details. The details of planning can make all the difference in a family’s ability to pass a legacy from generation to generation.”

—Westray Veasey, Chief Fiduciary COUNSEL

Protecting Your Legacy is Our Focus

Executor

We can guide your family through a challenging time and help work through the myriad of complex decisions that arise after the loss of a loved one. We serve as your executor, and coordinate with family and other advisors to effect the proper and efficient administration of the estate.

Trustee

We can protect and serve your family when you aren’t there to do it. Our longevity will extend beyond the life of any individual beneficiary, providing continuity from one generation to the next.

What Sets Us Apart

Dedicated

We create and sustain personal relationships with trust beneficiaries, their families and their advisors through open, honest communications while maintaining the highest degree of confidentiality and discretion.

Experienced

Our team of seasoned professionals draw on years of industry experience and expertise in the areas of trust investments, administration, accounting, taxation and reporting.

Responsive

Your needs and concerns are as important to us as they are to you. As a privately held trust company, we’re able to prioritize prompt and thoughtful communication.