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
Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute
New York, November 7, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced today …
Helping Your Children or Grandchildren Buy Their First Home
Residential real estate markets in desirable cities across the country have long been appreciating in value faster than real estate …
Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team
Kadeidra Honey-Brooks joins the team as Senior Vice President, Trusts & Estates New York, July 11, 2022 – Wealthspire Advisors …