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Plante Moran Trust at a Glance

When the issue is preserving, protecting, and growing assets, we know you and your family face a multitude of complex issues. Indeed, for many years, Plante Moran Financial Advisors and its affiliates have provided clients with professional financial and estate planning advice to help them attain their goals. Now, with Plante Moran Trust, we can help to enhance those plans, when you have a need for the creation of a trust. A personal trust can be a wonderful way to control and protect your assets during your lifetime and later, to provide for a smooth transition of your personal and business matters for your loved ones.

Plante Moran Trust offers high net worth individuals and their families unparalleled service.


SERVICES
Trusts
Agency
Charitable Trusts
Estate Settlement
IRAs
Life Insurance Trusts
Family Office Services
Trusts With Independent Investment Advisors
Custody