Perkins Coie Trust Company |
Overview
Contact: Patrick Casey, President & Chief Executive Officer
PH: 206.359.6462 -
Building upon our clients' relationships with our estate and tax planning partners, Perkins Coie Trust Company provides a unique opportunity to coordinate clients' legal, estate planning, financial 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 three primary areas – financial planning, administration of trusts and estates and investment management of personal assets including IRAs. Our professionals, with an average of 25 years of experience, provide a distinctive caliber of personalized service and knowledge in these areas.
Financial Planning
Financial planning is a lifelong process. Whether your goals are to accumulate or preserve assets, plan for college payments or retirement, or facilitate a seamless transfer of wealth to your heirs, Perkins Coie Trust Company offers the financial planning expertise to help you achieve your objectives. Our team is uniquely positioned to provide you with planning insights and solid financial guidance.
Fiduciary Services
Perkins Coie Trust Company 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 that estates are settled in accordance with the will.
Investment Advisory Services
Perkins Coie Trust Company provides customized asset management services for individuals, families, foundations and endowment funds. We also serve as an investment advisory agent to individuals who are trustees. 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 best to achieve our clients' goals.
To learn more about Perkins Coie Trust Company, visit trust.perkinscoie.com.
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