Educational Institutions

As alumnae consider proper methods of giving to the alma mater, trusts can be an important tool for encouraging support. By offering an alternative with asset management by a successful, qualified financial advisor, greater flexibility can be achieved.


We seek the most favorable outcomes for our clients. As an independent third party, those who choose to bequest assets to your school will know that their intent as expressed in the trust documents will govern our treatment of those assets.


To discuss administration alternatives and benefits that we could offer your institution in administration of one or more trusts, please Contact Us.