Welcome to Trust Point’s Wealth Management Group, a private division for high-net-worth individuals and families.
Our Wealth Management clients form a distinctive category. They are high-net-worth individuals and families whose complex financial needs demand unique, personalized solutions. Their goals – and their challenges – are the kind that historically have led to the formation of “family offices,” in which financial managers, attorneys, and other professionals are employed solely to look after the affairs of a single family.
Our Wealth Management clients use Trust Point’s Wealth Management Group in much the same way as a family office, without the overhead expenses. Read More »
We help all of our clients to manage and maintain their portfolios in a tax-efficient manner that maximizes return at their preferred level of risk. Read More »
We currently provide philanthropic services to a large and growing number of both public and private charities. Read More »
High-net-worth clients have needs for services that go far beyond traditional investment-management and trustee duties. Read More »
Trust Point’s Wealth Management Group offers a number of other possibilities to our clients. Read More »