Trust Is Everything
Real wealth planning isn’t just about money. It’s about moments. The birth of a child. Passing down the family business to the next generation. Retirement after a long and rewarding career.
At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations. As financial planners and investment advisors, we actively manage investment portfolios and combine the unbiased discretion and fiduciary responsibility of a corporate trustee with our FAMILY OFFICE MINDSET (FOM)℠ personalized services. This unique approach is integral to our client interactions and informs every aspect of what we do.
Our mission is to build trust and investment relationships that last for generations. We believe that so long as our mission endures, the legacies and wealth of our clients will grow along with it.
Trust Company Family Offices manages and coordinates the affairs of families and their individual members as they navigate real-life challenges that deeply impact family wealth, vision and legacy.
Wall Street Investment Performance, Local Address
Trust Company Family Offices meticulously develops signature investment strategies to add value to portfolios.
Executing the Private Roadmap that Defines Your Family
You can count on us to manage your financial and personal family affairs in a manner that honors their kinship and supports your needs.
Meaningful and Cost-Effective Solutions
Our approach combines online technology with an insistent demand for sound investment options.
At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families and we serve as corporate trustee of revocable and irrevocable trusts, as well as IRAs. Often, even before accepting a trustee appointment, we act as investment manager through an agency relationship. As is the case in any relationship, you experience the peace of mind that is created when your affairs are conducted in a manner that is consistent with your objectives.
Through personal engagement, we work to understand your family financial needs so our established strategies and partner recommendations live up to your expectations. As trustee, we seek to know individual beneficiaries, co-trustees and advisors, enabling us to be uniquely informed, responsive and flexible. Trust Company Family Offices is the local purveyor of investment and trust services. Our commitment to establishing meaningful, long-term client relationships is what sets us apart.
How Trust Company Family Offices Works with Your Establishment
At Trust Company Family Offices, we actively manage investment portfolios and shoulder the fiduciary responsibility as corporate trustee to businesses, retirement-plan arrangements and nonprofit organizations.
When it comes to retirement planning, we personalize our FAMILY OFFICE MINDSET planning services to fully understand the needs of employees and their families. Working in close concert with the retirement plan sponsor, we assess the financial acumen and education opportunities presented, work to understand the goals of the retirement plan, and collaborate to develop a comprehensive retirement program.
Trust Company Family Offices has institutionalized its investment process to meet the needs of employees and their families, irrespective of their station in life. A focused complement of actively managed and fully diversified market and lifestyle investment choices simplifies what is often overwhelming and complex. Participants may access their personal accounts electronically and are afforded the opportunity to review a wealth of retirement planning information on their own or with one of our credentialed specialists.