Estate and Trust Planning & Administration

Estate planning can seem daunting and intimidating for anyone. This is especially true for families with wealth. All of the same non-financial concerns exist, plus there are more moving parts to organize, solutions are more complex and there is more at stake. Experienced planners at Still Waters Family Office can help make this process manageable. We can help you clarify your goals and design a plan to achieve those goals, incorporating technical considerations like tax efficiency, asset protection and privacy, and non-technical considerations, such as preservation of family harmony, history, legacy and values.

If trusts are established as a part of planning, Still Waters Family Office provides professional fiduciary services to administer the family’s trusts. Your trustee will ensure that the terms of the trusts are respected and that the trusts are administered properly.