Managing generational wealth involves decisions that will affect future stakeholders. We can help.
Bank trust companies often seem to place their clients’ needs second to company profitability goals.
If you are a smaller client, you may not be able to count on a bank trust company to provide the highly personalized service you deserve.
After all, you planned your legacy for the better part of a lifetime.
Do you really want to entrust its execution to impersonal call centers, inflexible investment management options, or the inconsistency of constantly changing relationship points of contact?
Alpha Fiduciary has developed a professional asset management and personalized trust service offering to help protect your family’s legacy.
We have partnered with two professional third-party corporate trustees to competently administer your trust while we manage the investments toward your goals.
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Alpha Fiduciary trust management services are
Your personal wealth manager provides one point of contact and remains accountable to you on all aspects of your relationship.
We plan and manage the investments of the trust so that they appropriately balance your current income and future legacy goals.
As your fiduciary, we are focused on what’s best for you.
Services are unbundled, and all communication and activities are conducted through us, so you have one point of contact and always know how each party is being compensated.
We take a unified approach to your trust investment, with the experience, knowledge and resources to help your family navigate common but serious problems and live the best possible life.