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.
Master custodian, including unique and hard-to-value assets
Account aggregation software
Investment performance reporting
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
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