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.
Standard Trustee Services
Standard trustee services are available for an annual flat fee per trust, based on asset value and complexity, and include:
Professional Experience and Fiduciary Judgment
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 Services
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