We offer a number of services to our clients. Unlike most traditional financial firms, we work as a fully integrated team with your existing advisers to focus on the execution of your wealth strategy, because implementation of your long-term wealth strategy is a joint effort.
WEALTH PLANNINGWe help you map out your financial goals and dreams. We then act as your Personal CFO by handling its implementation.
We follow up with you on a regular basis to review the plan and make changes as necessary to fit your ever changing life. |
INVESTMENT MANAGEMENTOur unique separate account, investment strategies are focused on helping you grow and protect your hard earned capital. We use low cost ETFs and individual stocks in both active and/or passive solutions. Our focus is on return of capital, as much as, growing capital.
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FAMILY OFFICE SERVICES
Some families need a bit more help in managing their financial assets due to the complexity of their estates and the number of generations that are involved in prudent planning planning.
InTrust offers a full suite of additional services aimed at helping to manage this complexity.
InTrust offers a full suite of additional services aimed at helping to manage this complexity.
