Services

servicesKevin can serve you and your trust in several capacities, whether as the trustee, co-trustee, or successor trustee.  Regardless of the capacity that he serves in for you, Kevin offers the following benefits to each of the trusts that he works with:

  • A collaborative approach in working with your financial advisors and attorneys to administer your trust according to your wishes and needs
  • Personalized, responsive attention that you will not receive from a bank or corporate trustee
  • You are never more than a phone call away from Kevin
  • No conflict of interest between administering your trust or estate and providing investment advice
  • Provides continuity between generations
  • Customized services based on your needs and adaptable to changing circumstances with you or your estate/trust

In addition to serving as the trustee for an estate, Kevin is also available to serve as a trustee in the following situations: