Our Approach
We know that your family is like no other. And your family’s financial goals and challenges are just as unique.
At Trust Point, our Family Office takes the time to get to know you and your full financial picture so we can help manage and oversee everything from strategy and planning down to administrative tasks. When your family needs a customized wealth management solution, Trust Point is here to help so you can get back to what matters most.
Specialized Expertise
The Trust Point Family Office is a specialized division serving the unique needs of select individuals and families. We understand that managing your wealth along with the demands of everyday life can become complex and time-consuming and that there is no such thing as a plan that works the same for every family.
Our team develops an in-depth knowledge of your family’s goals, challenges and vision. Then, we create a customized solution, delivered with ongoing communication and support to provide your family with the highest levels of financial confidence, as well as privacy.
Trust Services Offered & More
No matter how complex your financial situation is, our team has the experience and expertise to meet your objectives.
The services we offer include:
- Succession planning
- Retirement & benefit plan services
- Trust services, including special needs trusts and corporate trustee services
- Family legacy planning & next generation financial education
- Philanthropic strategies, including foundations and charitable trusts
- Wealth preservation & tax strategies
- Investment management services, including risk management & social impact investing
- Estate Planning
We consider generational planning a priority. We can be partially or solely responsible for next-generation education on topics like governance, shareholders, succession planning and more.
At the Trust Point Family Office, we can act as the quarterback to manage the workload and guide family members in their roles by working closely with the family to determine these additional needs and make sure the plan is comprehensively aligned with the family’s values and mission.
Our professional team includes attorneys, accountants, financial planners, and investment advisors and analysts, all working toward the common goal of serving your financial objectives. We also work closely with the family’s other advisors to ensure a holistic and cohesive plan incorporating all aspects of their financial picture.
Whatever life brings, the Trust Point Family Office is at your side, ready to guide you every step of the way.
Why Trust Point Team Members Enjoy Working on the Family Office Team
“What I love about the Family Office is helping families create a clear financial plan. In supporting my clients today, I take the same approach that helped build my family’s success. I meet clients where they are and act as the quarterback to develop a plan around their vision, knowing that listening, learning and understanding a family’s values is key to any successful execution.” – Christine Schmidt, CFP®, Senior Managing Director, Family Office
“We’re able to use our skills and expertise to help simplify our clients’ lives and allow them to focus on family, career, and enjoying life.” Matt Evans, AAMS®, AWMA®, MBA, Senior Wealth Strategist
