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Private Trustee Board

YOU CAN’T TAKE IT WITH YOU SO PUT YOUR ESTATE IN EXPERT HANDS.

The Private Trustee Board can help you create your own board of nationally recognized experts to advise on your significant wealth in the event that you cannot. We don’t sell products, manage assets, or earn commissions. We simply exist to provide clear and actionable fiduciary advice.

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Who’s on your board?

If you’re like most of our clients, your trustees include friends, family members, family professionals, or financial advisors; all of whom know you very well. But when it comes to managing your estate, none may have the complete knowledge and insight required to take on the complexities of generational wealth. And, chances are that neither you – nor they – have any idea about the liability you’ve asked them to take on.

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Top three reasons why our experts are better qualified than your brother-in-law

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WISDOM

We selected our subject matter experts for their ability to address critical challenges and opportunities that may impact your estate and your legacy. You selected your brother-in-law because he’s your brother-in-law. Both options should garner trust.

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SKILL

Our experts offer an in-depth and practical understanding of ever-changing state and federal tax laws as they apply to wealthy families. Your brother-in-law may offer an in-depth understanding of TurboTax.

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INSIGHT

With our knowledge of estate planning, your wealth is shielded for future generations. With your brother-in-law’s knowledge of estate planning, your significant wealth could become a lot less significant.

DISCOVER ALL THE REASONS

Putting your board together

Creating a board of trustees with us is a straightforward effort that often yields results from the very first meeting. Once we’ve identified the parts of your financial picture that require expert attention, The Private Trustee Board will help you assemble a team, and start making decisions that will shape your legacy and support your beneficiaries’ needs.

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