Often the most meaningful aspects of a trust relationship are neither legal nor investment related. A family office relationship with Equitable Trust brings with it the highest level of care and service. We take a comprehensive approach to these unique relationships that combine family office services with related asset management.

consolidate 

 

 organize 

 

 manage 
  • Master custodian, including unique and hard-to-value assets
  • Account aggregation software
  • Investment performance reporting
  • Real estate management
  • Master real estate insurance policy
  • Bill paying
  • Payroll services
  • Tax estimates and return filing
  • Arrange secured loans
  • Arrange care for disabled or elderly family
  • Household management and services
  • Impartial intermediary among beneficiaries