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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

  • Personal wealth roundtable: 2021 in view
    What does comprehensive wealth management look like in 2021? View our on-demand webinar for a discussion of strategies and planning ideas that will help you become financially well-rounded this year.
    Jim Baird Wealth Management Dawn Jinsky Wealth Management Jeff Watkins Wealth Management Mark Corombos Wealth Management
    Webinar Tuesday, Jan. 12, 2021 45 min watch
    Person walking across a suspension bridge
  • Accidental trustee? Options for support and guidance
    Selecting or serving as a trustee can raise challenges for families, particularly those who choose individual trustees. Here’s what the trustee role entails and key ways to build the right team of support.
    Jonathan S. Grossman Wealth Management
    Article December 4, 2020 5 min read
    Woman standing in front of a window
  • Shark Fin Charitable Lead Annuity Trust
    A Charitable Lead Annuity Trust (CLAT) pays a fixed amount of the trust’s assets to a qualified charitable organization for a specific number of years or for the life of the donor. At the end of the term, the trust’s principal is paid to the grantor, family members, or other non-charitable remainder persons.
    Rachelle Roberts Wealth Management Steven J. Gibson Wealth Management
    Article November 2, 2020 1 min read
    Woman laughing with advisor
  • 2020 Wealth Management Virtual Summit
    The 2020 Wealth Management Virtual Summit features timely expert commentary, panel discussions, and a must-see keynote address. Let’s reach new heights together.
    Webinar October 20, 2020 1 min read
    Two hikers on a mountain taking a photo of the view.

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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