Services
Work With Us
We work with you and your professional advisors to strengthen and protect your financial legacy well into the future. Our core competencies are in the areas of trust administration and estate administration, and our mission is to offer the most substantive fiduciary services in the industry.
Best-In-Class Service
Exceptional Advisory, Strong Partnerships
Advisor Agnostic Services
At Essex Trust, we know the importance of your relationships with your long-standing professional advisors. We have a unique approach to managing your trust assets by partnering with your advisors to create a seamless experience for you and your beneficiaries.
Strong Partnerships
Essex Trust has strong partnerships with many national and independent firms for comprehensive and customized portfolio management solutions for accounts.
Exceptional Investment Advisory
This approach to wealth management results in an alignment of best-in-class fiduciary service with exceptional investment advisory services. The result is a unique customization of trust relationships tailored to the needs of trust grantors and their beneficiaries.