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The Best Choice versus the Common Choice

Choosing a Compassionate and Professional Fiduciary Over Family and Friends

Spring 2023 Newsletter Article

It is so tempting to name a family member or friend as trustee. However, the following article highlights why a majority of our clients come to us after family or friends are unable to serve. We hope these stories assist you in selecting the best fiduciary for you or your client’s plans.

Full Article

So what makes us different?

Professional trust and estate management is our passion and sole focus. We do it well, and this has led us to become experts in the Northwest.

Trust management is complicated, and requires an exceptional team. We know the importance of teamwork and relationships – which is why we work with the team you choose.

You will always be a person to us, not an account. You can always depend on being able to talk to your trust officer who knows you and is prepared to listen, answer questions, and help solve problems.

You can count on us to serve your future generations with consistent integrity and accountability.