The web site is now storing only essential cookies on your computer. If you don't allow cookies, you may not be able to use certain features of the web site including but not limited to: log in, buy products, see personalized content, switch between site cultures. It is recommended that you allow all cookies.
Investment services
Risk services
Estate planning services
Trust services

Trust services

Fulfil your life’s goals today and tomorrow
 
Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend. We administer a broad array of trusts to meet your unique goals for today and tomorrow.

With your priorities as our guide, we create sophisticated wealth transfer strategies that allow you to maintain your current lifestyle while providing for your loved ones and giving to the community. 

Services tailored to meet your needs

You can count on our professionals to conscientiously administer our trust according to your unique objectives, such as:
  • maintaining your current lifestyle
  • creating a legacy for the benefit of your loved ones and
  • protecting your assets from excessive taxation as well as unexpected health, personal and business risks
Our services include:
  • wealth transfer planning
  • custom trust solutions
  • trust administration
  • estate settlement services and
  • guardianship services
We can act as sole trustee, co-trustee or successor trustee – depending upon your preference. The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:
  • accounting and reporting
  • investment management and
  • tax-related responsibilities
Count on Moore Wealth Management to provide proactive, expert advice to help you navigate the complex and often emotional decisions that come with providing for you and your loved ones’ futures.