My Approach

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Every family’s legacy is unique, and so is every trust or estate plan. My approach is grounded in a simple principle: your interests come first, always.

As an independent fiduciary, I am legally and ethically bound to act solely in your best interests. Unlike banks or investment firms, I do not sell products, manage portfolios, or work on commission. My focus is exclusively on ensuring that your estate plan is administered with precision, neutrality, and care.

• Independence: I do not take on investment management, which allows me to serve purely as an objective fiduciary. You may continue working with your preferred advisors, attorneys, and managers without conflict of interest.
• Clarity: I explain complex trust structures and administrative requirements in plain language, so you and your beneficiaries understand how the plan works in practice.
• Continuity: Trust and estate plans often span generations. My role is to provide stability and professionalism that outlasts any single individual or family circumstance.
• Personalized Administration: From Irrevocable Life Insurance Trusts (ILITs) to more complex multigenerational structures, I tailor my oversight to each client’s specific needs.
   

I believe estate planning works best when professionals collaborate. I partner with attorneys, CPAs, and investment managers to ensure that each plan is carried out exactly as intended. My role is to bridge the gap between the design of your estate plan and the day-to-day realities of trust administration.

• Confidence that their estate plan will be executed faithfully.
• Relief from the burden and liability of appointing family members as trustees.
• A professional resource who is responsive, discreet, and aligned solely with their interests.

If you’d like to explore how my approach can support your family’s planning, I invite you to contact me. Together, we can ensure that your intentions are honored and your legacy is preserved with clarity and confidence.