Wealth Management
Clients routinely ask us to assist them with financial, estate and tax planning.
Our solid relationships with many of the top-ranked planning firms can be valuable resources
should you need assistance with wealth management planning issues.
Our in-depth knowledge of your financial affairs and objectives enables us to act as an
intermediary to expedite the planning process. You save time and money.
Trusts & Wealth Management
Do you need to engage the services of a corporate trustee to oversee the administration of your
personal trusts? Or perhaps you're a beneficiary of a trust that was established by deceased parents
or relatives. Does the trust document require that assets be administered by a corporate trustee?
For instances like these, we have made arrangements with corporate fiduciaries who can fulfill the
trustee and administrative roles while delegating investment management authority to SKY. This
arrangement has many advantages:
- Management of trust assets is integrated with your other investment activities;
- Corporate trusteeship and trust administration is delegated while you retain investment discretion through your personal relationship with SKY;
- Communication with your corporate trustee is enhanced because of our familiarity with your situation and their fiduciary responsibilities.
As clients and their families prepare to pursue evolving financial goals, SKY can be a valuable resource. Our ability to muster and manage wealth management resources on your behalf can help you simplify this difficult and time-consuming process. |
