Your Partner In Trust Administration
Seamlessly addressing all aspects of trust creation and administration
Trust Expertise and Fiduciary Stewardship
Facilitating a best-in-class client experience
At Wealthspire Trust, we have a dedicated team of highly skilled fiduciary specialists who each have over 20 years of experience and multiple advanced degrees. Our team has worked within international wealth management firms, national and regional banks, state chartered and private trust companies in various fiduciary roles . We bring this multi-faceted ethos of corporate stewardship to deliver a best-in-class fiduciary experience to our clients and partners, each and every single day.
As a partner firm of Wealthspire Advisors, a national registered investment advisor firm, our team of trust professionals work alongside Wealthspire Advisors to collaborate as fiduciary stewards involving all investment related needs. Our Trust Advisors handle all administration aspects of a trust, including facilitating distributions, providing guidance pertaining to the terms of the trust, and tax related matters.
The preferred fiduciary solution
We are driven to provide a dynamic, innovative, and collaborative partner experience with multi-generational families and their trusted professionals.
Your relationship is our priority
We are committed to exceeding our clients’ and partner expectations with thoughtful, timely, solution-oriented fiduciary expertise.
Helping to create a legacy of positive influence in clients’ lives
Our goal at Wealthspire Trust is to be the fiduciary of choice for families looking to a firm that understands their needs and family dynamics yet being held accountable to the highest standards of fiduciary stewardship. We strive in everything we do to make a positive influence in the lives of our clients, now and for generations to come.
– Jonathan C. Connolly, AIF
President of Wealthspire Trust
