Building Wealth for things that matter
Custody and valuation of assets
Payment of expenses and distributions
Independent - work with family RIA on cash and marketable securities, development of investment policy ststement etc.
Coordination of tax and estate planning services with outside advisors - CPA’s, attorney’s, etc.
Where most corporate trustees don’t love to accept special assets, including real estate, private equity LP & GP interests, mineral rights, art, direct businesses, etc. we believe that these assets can be appropriate in certain circumstances and situations
Allows for splitting the roles and responsibilities of the trust among several parties.
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Granite Peak's depth of knowledge and experience are the foundation for his success in serving his clients. The personal level of interest and support he genuinely offers makes him the perfect balance of professional and personable consultant you want to work with.
Geri
CEO, Wealth Advisors