High-net-worth clients have needs for services that go far beyond traditional investment-management and trustee duties. The Wealth Management Group at Trust Point has the expertise and experience to assist these distinctive clients in addressing needs specific to their unique situation.
These services include:
Because of the complexity and uniqueness of the planning strategies for our high-net-worth clients, a team approach is needed. Trust Point has a proven history of working with our clients’ existing advisors to focus on these issues.