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Fiduciary & Investment Services |
Overview
Contact:
Deborah Haug
Managing Director
P: 206.359.8407
Building upon our clients' relationships with our estate and tax planning partners, Perkins Coie's Fiduciary and Investment Services group provides a unique opportunity to coordinate clients' legal, estate planning, trust and investment management needs. Whatever the nature of our clients' wealth – the sale of a business, exercise of stock options, an inheritance, or rollover from a retirement plan – our professionals help implement customized strategies for each client's particular circumstances, goals and outlook. We work with our clients to ensure that their estate planning goals are properly implemented during the settlement of the estate and beyond.
We deliver services in two primary areas – administration of trusts and estates and investment management of personal assets. Nine professionals, with an average of 24 years experience, provide a distinctive caliber of personalized service and knowledge in these areas.
Fiduciary Services
Perkins Coie Fiduciary Services, PC provides services as an executor and trustee for clients seeking the help of a professional fiduciary. We are highly skilled in the administration of estates and personal trusts as well as charitable trusts, foundations and endowment funds. We provide a wide spectrum of flexible services in our primary duty to deliver personal, attentive care to beneficiaries of trusts and to ensure estates are settled in accordance with the will.
Investment Advisory Services
Perkins Coie Capital Management, LLC, a registered investment advisor, provides customized asset management services for individuals, families, foundations and endowment funds. We also provide investment counsel to Perkins Coie Fiduciary Services, PC as well as individuals serving as trustee. We develop customized strategies for each client and apply a highly disciplined investment process to meet financial objectives. Our advice is objective and client-focused, and we make recommendations from a wide range of financial instruments based solely on how to best achieve our clients' goals.
To learn more about our Fiduciary and Investment Services, visit trust.perkinscoie.com.
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