Working in concert with our clients' lawyers, accountants and other advisors, we serve as trustee for a variety of trusts - trusts for young children; marital trusts; credit-shelter trusts for a surviving spouse or children; charitable remainder and lead trusts; grantor retained annuity trusts; special-needs trusts for disabled individuals; and irrevocable life insurance trusts.

At Spinnaker, we are committed to helping parents and grandparents manage and transfer wealth in a way that won't compromise their beneficiaries' drive and motivation. With compassion and sensitivity, we help surviving spouses, many of whom may have had limited involvement with investments, understand their complete financial picture.

We work with families to plan and implement highly specialized trusts. And in all of our trust services, we always keep in mind that we are charged with helping our clients fulfill their objectives, not our own.

Your success, the success of all of our clients, is Spinnaker's legacy.