Independent Trustee Services
Your goals are our goals, as we follow your Trust’s documents to the T. Unlike many other trustee service companies, we add another layer of oversight and protection, by the use of separate unrelated investment advisors in which we oversee (we make NO COMMISSIONS AND NO REFERRAL FEES). We have saved several trusts thousands of dollars a year because of our in-house accounting and tax departments and using our skills to recognize areas of saving costs, preserving trust assets and/or increasing funds distributed to the beneficiaries (if allowed by trust document).
Why choose us?
- We are local. We normally service the Western Massachusetts Area, however we have clients all over the country.
- We are not too big, yet we are not too small. This makes us service our clients better than most.
- We use technology, such as remote assistance programs, to be more efficient saving you money.