U.S. Estate Services

The decisions you make about your assets now can have a lasting impact. As executor, we can help ensure your wealth ends up where you want it. 

Easing the burden on your loved ones

We understand your situation

Many people are surprised by how challenging it can be to properly settle an estate, which includes everything a person legally owns at death. Executors manage these assets to fulfill the decedent's wishes, taking on roles like custodian, investor, lawyer1, accountant1 and educator. This burden can be overwhelming, so it's wise to rely on professionals with the experience, knowledge and resources to support.

How we can navigate your estate

Full Capacity
As sole executor of your estate
We take complete responsibility for oversight, administration and estate disposition. 
partial capacity
As co-executor of your estate
We share responsibility for oversight and administration with other individuals. 
supportive capacity
As agent for the executor
An executor hires us to perform administrative duties, but retains the decision-making and ultimate responsibility.

Specialized in complex assets

We manage estates nationwide and provide access to a comprehensive range of services as part of a global private bank, backed by over 150 years of experience in serving our clients. Plus, we have in-depth knowledge and experience in handling non-financial assets across four broad categories:

Private businesses

We manage closely held business interests within trusts and estates, including corporations, LLCs, and partnerships.

Real estate

We oversee clients’ residential, commercial and agricultural real estate assets held within their trusts and estates.

Mineral assets

We supervise oil, gas and other mineral assets held within trusts and estates.

Philanthropy and grants

We provide nonprofit and grant management services to private foundations and charitable trusts.

Our top priority is ensuring your wishes are fulfilled as you intended

FAQs

Explore Estates insights

Related services

1An executor may not always be a licensed accountant or legal professional but should have the experience to work with licensed professionals to facilitate these roles.

2When serving as agent, we are not responsible for preparing tax returns or addressing and resolving IRS audits or controversies; however, we are available to assist with the process, if needed.

Contact us to discuss how we can help you experience the full possibility of your wealth.

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Contact us to discuss how we can help you experience the full possibility of your wealth.

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