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Premier Trust provides wealth management services including trust administration of personal and retirement accounts, estate and financial planning, custody and investment services. Working in combination with a client’s other legal and professional advisors, Premier Trust professionals assist with every aspect of planning, including retirement, income and estate taxes, succession of the family business, transferring assets to future generations and asset protection.
Trust administration is managed by professionals experienced in executing their fiduciary responsibilities with the highest levels of professionalism and personal attention. As an independent third party we adhere to the mandate to carry out the wishes of the individuals and/or employees who created the trust. With that in mind, our knowledgeable staff thoughtfully determines the appropriate risk characteristics for each portfolio and regularly monitors, reviews and adjusts each to ensure maximum benefit. Investments are managed within the requirements of the “prudent investor rule.”
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