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Trust

Plante Moran Trust is chartered trust company specializing in all areas of personal trust administration to assist you in creating continuity, ensuring family harmony, and preserving your legacy.

A trust can be an effective way to manage and protect assets, in accordance with your wishes, during your lifetime and for future generations.

At Plante Moran Trust, our team of experts can serve as trustee, co-trustee or agent for trustee and specialize in trust administration, estate settlement, family office services, and foundation and charitable trust administration. We will partner with you and your advisory team to develop a customized solution to reduce administrative burdens and promote communication and practices that encourage healthy relationships between grantors, trustees, and beneficiaries.

From our commitment to integrity and deep intellectual capital to our white glove service, you will have peace of mind knowing that your trust administration, oversight, and implementation are properly executed.

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The holistic wealth viewpoint

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5 min read
Managing risk in the rapidly changing Single Family Office: A roundtable discussion
It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family Offices are evolving and addressing new risks and risk mitigation strategies.
Mark Blumenthal
Article April 27, 2018 5 min read
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April 2018 Economic Perspectives
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Article April 19, 2018 1 min read
Estate planning: Finding opportunity in the new law
Alicia Cole Wealth Management
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Wealth Management news and events

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1 min read
Plante Moran Wealth Management Media Highlights

Noteworthy news over the past month.

Cara Mossington Wealth Management
Article April 27, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article April 05, 2018 1 min read
Plante Moran Wealth Management Media Highlights
Cara Mossington Wealth Management
Article February 27, 2018 1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
Cara Mossington Wealth Management
Article January 24, 2018 1 min read

Trust Thought Leadership

  • Working with a professional trustee: Six myths busted
    Selecting the right trustee is a critical part of estate planning, but the selection process can be rife with misconceptions. Here are six of the most common myths we hear — and the realities.
    Anthony Belloli Wealth Management
    Article February 28, 2018 5 min read
    Gentleman speaking with a group in a small  business meeting.
  • Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
    Cara Mossington Wealth Management
    Article January 24, 2018 1 min read
    Diverse hands holding hands in the air - celebratory
  • Protecting trust assets from creditors
    Michigan recently became the 17th state to pass Domestic Asset Protection Trust (“DAPT”) legislation to aid in safeguarding trust assets.
    Drew Hayes Wealth Management
    Article January 17, 2017 4 min read
    man leaning on rail
  • Trustee selection at a glance
    Trust administration and estate settlement can be daunting. It’s one thing to accept this position of honor in theory; it’s another to carry out the myriad of responsibilities at hand. So what’s the best option? Using a family member? A trusted advisor? A professional trustee?
    Anthony Belloli Wealth Management
    Article January 01, 2017 4 min read
    Woman eating breakfast and looking at her tablet

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Our Trust Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.