Flexible and Intuitive Fiduciary Solutions
The need for fiduciary services has never been greater as families approach their legacy in a thoughtful yet personal way.
Wealthspire Trust delivers holistic trust services to multigenerational clients expecting a professional trustee to serve with the highest fiduciary standards. Our team partners with you and your advisor team to carry out the grantor’s intent, manage complex trust structures, and meet the individual needs of beneficiaries. We are positioned to offer the unique advantages of Tennessee’s favorable trust and tax laws, privacy, and other beneficial trust structures. With the flexibility, customization, and a premier client experience, Wealthspire Trust will deliver a solution that is best-in-class.
Since Wealthspire Trust is a Tennessee-chartered trust company, we specialize in offering beneficial trust strategies in one of the top trust jurisdictions in the country. Our team is well-versed in Tennessee trust benefits, trust-owned real estate, as well as fiduciary tax related matters.
Trust Administration is the hallmark of our business. Prudent trust administration fulfills the wishes of the grantor and enhances the life of a beneficiary.
Our trust administration team:
- Administers the trust in accordance with fiduciary principles, applicable law and the governing trust document
- Facilitates mandatory and discretionary distributions, and disburses third party expenses as provided by the trust
- Maintains principal and accounting records and consolidated reports for beneficiaries
- Collaborates with our financial advisor partners to plan for both near and long-term needs
- Prepares and file the trust’s tax return or provide tax reporting
- Provides financial literacy and guidance to beneficiaries in the nuances of the trust
