Institutions

If your organization could benefit from alternatives offered by a chartered trust company, consider our independent, flexible trust administration services.


For financial institutions, a significant client relationship may be retained when one or more elements of that client’s planning require services you do not normally offer.


For religious institutions, with nearly half of all annual charitable giving, we can offer both short term and long term, estate related alternatives.


For educational institutions, we can provide third party administration of individual and endowment trusts.


If you think that your institution might benefit from our services, particularly with regard to unique assets, please Contact Us to discuss your interests.


For a glossary of terms commonly used in trust, Click Here.