Personal Trust Services
Reliable Administration of Your Trust
At Arboretum, we understand that you have worked hard to accumulate your wealth and that you want to be certain your goals are carried out by a knowledgeable, prudent, and compassionate trustee.
By choosing Arboretum, you can rest easy knowing that your team will always act with the utmost professionalism and attention to detail. You can rely on us to help preserve and protect your wealth.
What Does A Trustee Do?
A trustee is a person or entity that manages assets on behalf of a third party. As a fiduciary, a trustee is legally obligated to act in the best interests of the beneficiaries.
Why Do I Need A Corporate Trustee?
Utilizing a professional trustee offers several advantages over appointing a close friend or family member. Professional trustees have extensive knowledge of trust laws, tax regulations, and investment strategies. They provide objective and impartial decision-making, preventing conflicts and maintaining consistency.
Additionally, professional trustees efficiently manage administrative tasks, ensuring timely and accurate distributions while mitigating risk. This professional management reduces stress, offers peace of mind, and guarantees the long-term preservation of your trust.
Types of Trusts
Revocable Living Trusts
Revocable living trusts allow you to maintain control over your assets while providing a seamless transition upon your passing.
Special Needs Trusts
Special needs trusts provide financial security for disabled individuals without jeopardizing their eligibility for government benefits.
Testamentary Trusts
A testamentary trust is established upon an individual’s passing, as outlined in their will, to distribute assets according to their wishes.
Family Trusts
Family trusts are designed to preserve wealth across generations, ensuring financial stability for your loved ones.
Charitable Trusts
Charitable trusts enable you to support causes important to you while taking advantage of meaningful tax benefits.
Why Choose Us?
- A dedicated team of trust professionals with decades of administration experience.
- Investment decisions made by expert wealth managers.
- Impartial and unbiased adherence to your plan and trust document.
- Objectivity when important decisions need to be made.
- Timely and efficient management of burdensome administrative tasks.
- Superior personalized service with a competitive fee structure.
