The Essex Trust Advantage
Your best clients deserve service and flexibility. A trust company that you recommend to clients reflects on you and the reputation for integrity that you have worked hard to build. Through the Essex Trust’s unique platform, trust and estate administration services are unbundled from investment management services, allowing Essex Trust to serve in a fiduciary capacity in a trust or estate relationship while you retain the custody and investment management responsibility on your firm’s platform.
Advisor Support
- Deep experience administering trusts with a specialization in fiduciary, legal and tax matters
- A long history of collaboration with wealth advisors at both national and independent firms, resulting in a team-centered approach to client relationship management
- State-of-the-art technology solutions with a reporting and accounting platform that supports your custody platform, and provides audited asset and transaction reconciliation processes
- Officer and staff continuity that emphasizes client relationship development and seamless account administration
- Continuous access to trust and estate administration officers for document interpretation and legal analysis of your clients’ fiduciary and planning issues and opportunities.
Advisor Partners
Essex Trust has a long history of partnering with financial advisors to support the relationship between you and your clients. With Essex Trust by your side, you can draw on the resources of a boutique trust company to deepen your client relationships with respect to their trust and estate planning matters. Essex Trust’s services are designed to seamlessly integrate into your existing investment platform and solutions.