For Financial Advisors

Service and Flexibility

A Trusted Partner for Financial Advisors

Your best clients deserve service and flexibility. A trust company that you recommend to your clients reflects on you and the reputation for integrity that you have worked hard to build. Through the Essex Trust open architecture 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.

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Access, Experience, and Technology

We Add Value to Your Relationships

  • 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.

Our Wealth Management Advisors

Essex Financial
Wells Fargo
Merrill Lynch
Morgan Stanley
Charles Schwab

Raymond James
Stifel Nicolaus

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