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Trustee Services

Experience, Objectivity & Resources

A trustee has full responsibility for managing your trust assets according to your instructions.

At Wealthspire, we help empower families to select and work with financial advisors with deep investment expertise, while also partnering them with a fiduciary to administer trusts. This separation of roles helps to provide investment flexibility, improve efficiency and increase transparency.

Trust Administration to Help You Build, Manage and Protect Your Wealth in an Increasingly Complex Financial World

Gain access to years of experience

Benefit from objectivity

Access advice and referrals

Enjoy peace of mind

Participate in collective thinking and the expression of opinions in a confidential environment

Enjoy permanence, where the perpetual existence of a trustee is always in place

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Contact us about Family Office Services today.