Services
Our services provide families with clarity, support, and confidence. Our goal is to make sure wealth is thoughtfully managed, the client’s values are preserved, and future generations are prepared to steward their legacy responsibly.
HEIR AND TRUSTEE PREPARATION AND TRAINING
PHILANTHROPIC EDUCATION AND GUIDANCE
ESTATE SETTLEMENT AND ADMINISTRATION
SPECIAL NEEDS AND DIRETED TRUST SERVICES
COMPLIANCE AND FIDUCIARY RISK MANAGEMENT
COMPLEX ASSET ADMINISTRATION
BENEFICIARY SUPPORT
COORDINATION WITH ATTORNEYS, CPAs, ADVISORS
“Often the period following a death can be overwhelming and highly technical, especially for high-net-worth estates.
This is when we see all the family dynamics and unfamiliar fiduciary responsibilities really compound and intensify. It’s the moment when families need the most support, and it’s also when we see a lot of firms fall short. We go above and beyond for our clients, and that’s what really sets us apart.
We support trustees and beneficiaries with clear guidance. Knowing that we’re managing everything correctly and honoring the grantor’s intent gives our clients greater peace of mind.”
Jake Klaus, J.D., CFP®
Trust and Estate Specialist
TRUST AND ESTATE SERVICES TEAM
JACOB KLAUS, J.D., CFP®
Trust and Estate Specialist
Jacob Klaus serves as a planning strategist and a resource for clients across the country, focusing on advanced wealth planning and investment advisory for high-net-worth families and organizations. Jake guides clients through complex trust structures, business liquidation and succession planning, estate planning and settlement, charitable planning, foundation and corporate investment strategies.
DAWN LANING, CFIRS®
Trust & Estate Administration Compliance
Dawn Laning brings over 15 years of distinguished experience in the trust industry and has established herself as an expert in trust compliance, audits, risk management, and operational excellence. Her deep commitment to fiduciary responsibility and compliance gives clients the peace of mind that their assets are protected, their fiduciary matters are handled with integrity and accuracy, and that costly legal and tax issues can be proactively avoided.
JILL PAUL, CES™
Trust & Estate Administrator
As a trust and estate administrator, Jill Paul manages and oversees trusts by handling assets, ensuring legal and tax compliance, communicating with beneficiaries, and carrying out the terms of the trust. Jill works with beneficiaries and trustees to tackle the complex, behind-the-scenes work and to create lasting relationships with families.