Trustee Services

Knowing your wishes; independent and impartial; consistency through generations

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 and children; charitable remainder and lead trusts; grantor retained annuity trusts (“GRAT s”); 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 will not 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.

Our experienced administration team handles the ins and outs of managing your trust, including facilitating transfers from prior custodians, disbursing funds to third parties, and ensuring administration is compliant with trust terms and state law.

At Spinnaker, client service is our top priority, and no task is too large or small for us to handle.