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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

The Holistic Wealth Viewpoint image
12 min read
September 2017 Market Perspectives
Our latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article September 19, 2017 12 min read
August 2017 Market Perspectives
Jim Baird Wealth Management
Article August 15, 2017 12 min read
Q2 2017 Economic Perspectives
Jim Baird Wealth Management
Article July 17, 2017 4 minute read
July 2017 Market Perspectives
Jim Baird Wealth Management
Article July 17, 2017 8 min read

Wealth Management news and events

Wealth Management News and Events image
2 min read
Wealth Management leaders, Mandy Chardoul and Cheri Stein, are elected partners of Plante Moran
On behalf of Plante Moran Wealth Management, we are pleased to recognize Mandy Chardoul and Cheri Stein as our newly elected partners at Plante Moran.
Mandy Chardoul Wealth Management
June 27, 2017 2 min read

Trust Thought Leadership

  • Every estate plan needs a devoted trustee
    Anthony Belloli Wealth Management
    Article 2 min read
    FPO Promoted Area of Focus 2
  • 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.

 

Contact Us

Anthony Belloli CFP®, CTFA®, CIMA®, Partner, Plante Moran Trust CEO
Cheri Stein CPA, CFP®, CIMA®, Partner, Senior Trust Officer