Your estate plan and your trust are as individual as you are. At Boston Private, helping you and your beneficiaries achieve your goals is our number one priority. We understand that our role as trustee is to implement your unique trust, ensuring that it is administered according to your wishes so that assets are passed on to your beneficiaries when and how you intend. We provide the experience and expertise necessary to address both the routine and unique circumstances each trust presents.
Our team of seasoned trust officers has the ability to administer a broad array of trusts to meet your specific objectives. We provide:
Individuals and family members are often named to serve in a fiduciary capacity either as trustee of a trust or executor/personal representative of an estate. We recognize the considerable responsibility that such a position places on an individual and that it entails dealing with many different challenges. We have considerable depth and breadth of knowledge in working with individuals to assist them with the job of bookkeeping, accounting to beneficiaries, bill pay and investment management.
Who is the best choice to manage your trust?
When you need to name a trustee to manage your trust assets, you have many choices. If the trust is a living or “revocable” trust (which means it can be changed during your lifetime), you can name yourself as the initial trustee. Or you might want to name another family member or close friend...
Boston Private recognizes that often times a client’s portfolio holds non-financial assets such as real estate, farm and ranch land, oil, gas and mineral interests and closely held businesses. We know that these assets can be an important part of your trust’s investment portfolio.
Our team of trust officers has the knowledge and expertise to identify the unique characteristics of these assets and understand how they factor into the administration of your trust and integration into your wealth transfer strategy. We will:
Boston Private’s professionals work with you and your trusted advisors to ensure that you receive the necessary guidance to navigate the often complex process of wealth transfer including:
Court-ordered guardianships and conservatorships are a tool used for the protection of estates for those who are unable to manage their own financial responsibilities, typically disabled adults or those who have not yet attained the age of majority. We pride ourselves on listening to your concerns and advocating for your loved one’s needs with professionalism and expertise.
You have complex financial needs, so we’ve built a dedicated team of professionals who are experts in trust and fiduciary services to help support you.
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