Financial Services - Jacksonville, Florida, United States
Passionate about improving the well being of our clients and their families. Supporting UHNW families and multi-generational wealth with a focus on listening and empathy. Support families with lifestyle and concierge management, investment, estate, tax, legal and philanthropic planning. Serve in a variety of capacities including trustee, co-trustee, administrative trustee, guardian and executor. Team approach: collaborate with the family's financial advisors, portfolio managers, CPAs, attorneys, protectors and guardians.Specialized asset trustee services, real estate, agricultural, closely held businesses and oil, gas and minerals.The right level of service: services are tailored to meet your needs with as little or as much involvement as you desire.