Trust & Estate Planning

What do you see as the purpose for your wealth in the future? Whether it’s for your family or loved ones or for the causes you care about, we will help you optimize your wealth plan around what matters most to you and ensure that the legacy you envision is correctly executed.

A plan structured around you

A true understanding of you, your family and your goals is the foundation on which we build lasting relationships. As your trustee or executor, we’re here to ensure your wishes and intentions are followed, and to make your life easier along the way. No matter the complexity of your assets, or how much your needs might change, we’re with you at every step—offering the experience and flexibility that make a difference.

Wealth planning

Our specialists share their decades of experience and notable perspectives with you and your attorneys to optimize your estate planning process.

Estate planning

When we help you review your estate plan, we do more than check the boxes. We help you address the important, big picture questions to empower you to create and implement better estate planning

Cross-border wealth advisory

Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families

Philanthropy and grant management

U.S. clients looking to make the work of their private foundations and charitable trusts more effective can partner with our deeply experienced specialists

Trust & estate administration

Your trust is likely an important part of your wealth plan, and you may want to ensure your plans are carried out as you intended. As your corporate trustee or executor, we can help you manage and preserve your assets through a variety of administrative and distribution services.

U.S. Trust Services

A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs. With our team of seasoned professionals, we think you’ll find the fiduciary and asset manager you’re looking for

U.S. Estate Services

Picking the right executor—and the right team of supporting professionals—can help make a meaningful difference in how easily and efficiently your loved ones will receive their inheritances. And how well your plans are carried out

International Trust Services

With a global footprint and beneficiaries in over 90 countries, we can provide our international trust services for clients outside of the United States. We can help you take advantage of benefits provided by these jurisdictions and meet all your home country requirements