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Our expertise and personal attention ensures smooth sailing for you and your family and beneficiaries.

Trusts & Estates

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.

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Trusts & Estates

Ensuring your wealth fulfills
your goals of the future.

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Retirement

Preparing you for tomorrow
on your terms.

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Investments

Growing your wealth and
making it work for you.

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