Hallett & Perrin's professional independent trustee services offer the prudent oversight of an experienced fiduciary with the personal attention families value. Our licensed professionals provide a disciplined, cost-effective alternative to traditional corporate trustees — delivering thoughtful administration and meaningful value without unnecessary overhead or rigidity.
Whether servicing as Trustee, Co-Trustee, Successor Trustee, Trust Advisor, Trust Committee member, or as Trustee of a Life Insurance or Liquidating Trust, Hallet & Perrin's Trustee Services provide clients with the experienced judgement expected of fiduciaries. Clients benefit from transparent administration, thoughtful decision-making, and meaningful cost savings - ensuring that trust assets are managed efficiently, responsibly, and in accordance with each family's unique objectives.
Standard trustee services are available for an annual flat fee per trust, based on asset value and complexity, and include:
Our attorneys’ backgrounds as family general counsel, litigators, and trustees equip us to administer complex trusts with judgment, diligence, and sensitivity. We combine legal expertise with genuine care for the individuals and families we serve, offering:
Customized trustee services are available to address unique family circumstances and specialized needs. While our professionals coordinate closely with clients’ financial, investment, and tax advisors, Hallett & Perrin does not provide investment management, accounting, or tax preparation services in connection with trustee services.
Trustee Services