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Trusts are established to ensure your wishes and objectives will be met – now and in the future. At Trust Point, we understand the importance of fulfilling and sustaining those wishes and objectives. Our team of experienced professionals brings insight to a variety of wealth-related issues to ensure your goals are met. We know a thing or two about trusts – it has been our business for over 100 years!
Trusts can be complicated and challenging. Trust Point has successfully met the responsibilities and challenges of the trustee role for many years leaving clients feeling at ease knowing they are working with a trusted advisor with a reputation of excellence.
Neutrality and Objectivity – We make the hard, unpopular decisions without the risk of introducing strain into the family.
Experienced Administration – State and federal laws strictly regulate corporate trustees. Trust Point always acts in the best interest of the trust and all beneficiaries and ensure that all of the trust records are accurate. Our team has specialized experience to help make sense of even the most complex trust.
Continuity – A trust is typically designed to last a long time. Age, illness, or death can prevent an individual trustee from fulfilling the duties of the trustee. Trust Point has been around for over a century so we can alleviate this concern. We provide stability and uniformity from generation to generation.Read More
Working with Trust Point as a corporate trustee offers many advantages, including:
For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.
We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.
We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.
In order to provide excellent service to all our customers, including those with disabilities, Trust Point’s website strives to provide an accessible experience for users of all abilities. If for any reason you are having difficulty navigating our website, please call 800-658-9474 or email [email protected]