Building on more than 80 years of experience in wealth management, American Trust continues to develop investment offerings and strategies to meet the individual of our clients. American Trust is a leader in fiduciary trust management services. We have experience in developing, establishing, managing diverse wealth structures holding a wide range of assets. Our foundation is built on serving the needs of families who seek to preserve and protect their wealth. Qualified financial professionals with diverse experience assist individuals, corporations, third-party banks and advisors, multi-generational family units, and endowments, foundations, and other not-for-profits with the following services:
- Trust Administration - Offer a personalized approach to a variety of trust types in our fiduciary role. Includes asset management and accounting, asset distribution, bill paying, tax returns, and transfer of wealth.
- Financial Planning Services - Integrate analysis and planning for family issues, asset management, and wealth transfer.
- Estate Planning Support - Analyze and review plans to ensure they are consistent with client objectives, including coordination with legal counsel.
- Family Advisory Services - Support family missions, goals, education, and governance.
- Estate Administration - Serve as executor.
For more information, contact one of our Strategic Wealth professionals at 800.373.1841.