enabled him to provide a solid foundation of services that encompasses the entire spectrum of needs when implementing tax strategies for various trusts and estates, and their beneficiaries.  He also serves clients in developing tax and accounting strategies for the proper administration of trusts.

In the role of original trustee or successor trustee, he collaborates with other professionals or with families and foundations on account relationships where the governing document requires a professional trustee.

Mr. Stiles offers a personal, disciplined approach to fiduciary administration and investment oversight. He has extensive experience providing sound judgment and insight to families with substantial assets; private foundations with designated beneficiaries or discretionary grant-making responsibilities, assuring at all times compliance with pertinent IRS and OCC regulations and protocols.

Matthew manages all back-office and administrative functions, including invoicing, budgeting, IT, marketing, personnel management, and human resources. His efforts are crucial for fostering healthy business growth while keeping a strong focus on our clients.

She manages relationships with grantors, trustees, and beneficiaries, getting to know each person to provide professional and personalized service. Jessica provides initial consultation calls for prospective business, participates in meetings with trust executives and potential clients, and facilitates the intake and onboarding of new trusts. Working closely with the Senior Trust Administrator, she ensures excellent service for trust grantors, co-trustees, beneficiaries, and advisors. Additionally, Jessica assists in ensuring compliance by reviewing firm processes to maintain the highest standards of accuracy, integrity, and timeliness in fiduciary and administrative work.

administrative and investment reviews, and committee presentations.

Equipped with a deep understanding of the company’s trust and custody policies and procedures, she collaborates across the firm and with service providers, ensuring the day-to-day fulfillment of trust and beneficiary needs. She works closely with Trust Officers to serve trust grantors, co-trustees, beneficiaries, and advisors. Additionally, Lisa assists in assuring compliance by maintaining the highest standards of accuracy, integrity, and timeliness in fiduciary and administrative work.