We understand that making the right choice for trustee and executor involves different issues for everyone, and we do not recommend a "one size fits all" approach. Diversified Trust offers an alternative to the traditional bank and brokerage company trustee options. Providing fiduciary, investment management and wealth management services is our only business. In addition, Diversified Trust manages over $100 million of personal fiduciary assets for our principals and other employees, and our company currently serves the trust needs of several of our own families.
A sampling of trusts for which we serve as trustee is as follows:
- Revocable grantor trusts
- Charitable trusts
- Credit shelter trusts
- Marital trusts
- Dynasty trusts
- Personal residence trusts
- 2503(c) trusts for minors
- Life insurance trusts
- Trusts established for family limited partnerships
- Other types of family trusts
