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Expertise to assist with legacy building for high-net-worth clients

Directed Trustee Services

Fiduciary Trust International’s Delaware directed trust services allow you to continue to oversee the investment management of the assets in your clients’ trusts and separately appoint FTI as the directed trustee to handle the trust administration and to ensure the trust assets are protected and secure.  

Corporate Trustee Services

For high-net-worth clients interested in gifting assets to future generations, an irrevocable trust is often an effective strategy. However, firms lacking the capacity to serve as corporate trustee will find this strategy difficult to execute. Fiduciary Trust international can serve as corporate trustee for these clients and facilitate their desire to gift assets to children and grandchildren.

Estate Settlement Services

Estate settlement requires a broad range of skills and carries a long list of responsibilities, from preparing and filing taxes to avoiding and resolving conflicts among beneficiaries. It also carries significant legal obligations and requires a commitment of time and energy. Fiduciary Trust International can provide your clients with the expertise and skills required to manage the estate settlement process from start to finish.

Book a meeting

To learn more about how Fiduciary Trust International can help you address trust and estate issues with your clients, complete the form below.