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Trust

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

Trust Thought Leadership

  • Overwhelmed by trustee duties? An agent for trustee can help

    Being a trustee is a pivotal — and at times stressful — role in the success of an estate plan. It involves investment planning, back-office trust administration, and complex decisions around distribution of funds. Here’s how an agent for trustee can help.

    Jonathan S. Grossman Wealth Management
    Article September 2, 2021 3 min read
    Business professional walking down a flight of stairs holding a briefcase.
  • How to help a trustee: Choose, clarify, and simplify

    Planning a trust requires important decisions around choosing a trustee, drafting clear trust documents, and structuring assets to ensure ease of administration. Follow these three tips to set your trustee up for success.

    Katie Szymanski Wealth Management
    Article August 3, 2021 4 min read
    Business professional using a laptop at their desk.
  • Factors to consider when creating your foundation: Corporation or trust?

    Grantors setting up a private foundation must choose an entity form — nonprofit corporation or trust. The decision has lasting implications. We share common questions and answers to help weigh key factors.

    Sara Montgomery Wealth Management
    Article July 19, 2021 4 min read
    Business professional holding a laptop while standing.
  • Fiduciaries and real estate assets: Key considerations

    Fiduciaries entrusted with managing real estate assets must navigate a potential minefield of risks, since each property brings a unique set of needs and challenges. We share four considerations to help trustees, personal representatives, and other fiduciaries avoid common pitfalls.

    Katie Szymanski Wealth Management Drew Hayes Wealth Management
    Article June 22, 2021 2 min read
    Business professional in nice dress clothes checking their phone in an outdoor patio area.

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.

 

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