Our Approach
Commitment to Your Financial Legacy
Essex Trust’s commitment to your legacy is unique. Unlike the big institutional approach to trust and wealth management, Essex Trust is flexible and nimble in decision-making when administering trust, estate and financial planning matters. We focus on our core competency – trust and estate administration. Our advisor-agnostic approach results in an alignment of fiduciary services with your independent financial, legal and tax advisors and those of your beneficiaries.
No two family scenarios are alike, so our officers will craft customized and highly personalized solutions for your account arrangement.You’ve built your financial legacy over a successful lifetime of smart financial decisions. Connect with us to learn more about what makes Essex Trust the right partner for preserving your legacy for generations to come.
Offerings Capabilities
Our services allow you to maintain your trusted advisors whose long-term relationships are so important to the comfort of the family.