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, N.A. 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.