WHY TRUST MATTERS
Clients turn to Rebecca when trust matters.
As an independent trustee, Rebecca serves as a steady compass, guiding clients as they navigate their legacy with purpose and clarity.
Rebecca safeguards assets and preserves relationships by focusing on the human dimensions of wealth. Her approach is rooted in discretion, empathy, and an unwavering commitment to donor intent and values.
By working in tandem with designated stakeholders, including family members across multiple generations and client-selected professional advisers, Rebecca provides seamless trust and estate execution.
TRUSTEE SERVICES
Rebecca offers a fully customizable suite of independent trustee services. She specializes in supporting select families and foundations as an independent fiduciary by:
- Administering custom trust structures tailored to family values and goals.
- Managing succession planning with clarity and compassion.
- Providing transparent governance across generations.
- Navigating complex estates with confidence and stability.
- Integrating philanthropic giving through complex charitable trusts and private foundations.
Rebecca provides stewardship, legacy protection, and purposeful engagement for her clients as an independent trustee.
