Creating your legacy is important business. It requires thoughtful strategies that protect your wealth and transfer it as you intend.
At Caldwell Trust Company, there are few challenges we haven’t met and helped resolve. We manage complex wealth matters drawing on the breadth and depth of our experience, knowledge of current tax laws, and a commitment to the highest fiduciary standards.
Our comprehensive wealth and estate planning services include:
Fiduciary Services - a commitment to the highest standards in trust administration to help meet each client's wealth and estate planning goals
Wealth Protection and Transfer - capabilities and advice to successfully protect and transfer wealth
Philanthropy - charitable giving strategies aligned with investment objectives, to serve personal goals while supporting the organizations and causes that matter most to each client
Asset-specific Analysis and Planning - experience in all asset types and income sources to help realize the full potential of each client's wealth
Estate Administration - technical capabilities and close personal attention to preserve estate values while minimizing the burden on family and heirs
Family Governance - experience and insights to address the issues faced by families with significant wealth and/or in business together.
Look to Caldwell Trust for innovation, integrity and the experience to meet today's complex wealth and estate planning.
Trusts & Estates
Ensuring your wealth fulfills your goals of the future.