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- Founded in 1885
- $9 billion in assets under supervision
- Privately owned by officers, directors and employees
- Planning-driven, not product-driven
- Estate Planning Services
- Trust Design
- Tax Planning & Preparation
- Retirement Planning
- Charitable Giving
- Business Succession Planning
- Asset Allocation
- Portfolio Management
- Alternative Investments
- Strategies For Concentrated Holdings
- Endowments and Foundations
- Corporate Trustee
- Trust Administration
- Estate Plan Implementation
- Financial Counsel for Beneficiaries
- Estate Settlement
- Custody and Safekeeping of Assets
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