Managing all aspects of your estate.
Our diverse team of estate planners, wealth managers and tax professionals manage complex family estates, and provide clarity and stability for the next generation.
Protecting Your Legacy
Trust Administration Services
As your family grows and your wealth transitions toward legacy planning, the need for professional trust administration becomes paramount. While naming a family member may seem personal, it often introduces unnecessary administrative burdens, complex tax liabilities, and avoidable family friction. Engaging a professional trustee ensures your intentions are executed with precision and neutrality.
At Acorn, we meet your family’s needs with the highest fiduciary standard. Because our trust administrators sit at the same table as your wealth and tax advisors, we seamlessly honor the grantor’s intent, manage complex assets, and provide continuity for the next generation, with zero silos.
We provide a full array of discretionary trust services. This includes the management of trust assets, complex administration, distribution decisions, coordination of tax filings, and ongoing beneficiary communication.
We work alongside a designated family member or trusted individual, sharing the responsibilities of a full trustee while providing professional infrastructure and guidance.
When an outside individual or committee is responsible for investment or distribution functions, we step in to provide seamless administrative trustee services, tax coordination, and money movement.
When a specific investment or distribution function is delegated to a nominated professional, Acorn provides complete oversight and manages the remainder of all trust services.
The Acorn Fiduciary Advantage
Impartiality
Unlike individual trustees who may face personal biases or family conflicts of interest, we act impartially, making decisions based strictly on the trust document and the best interests of the beneficiaries.
Multi-Generational Continuity
We provide consistent, unbroken management across generations, avoiding the disruptions that occur when an individual trustee becomes incapacitated, retires, or passes away.
Relieving the Family Burden
Trust administration requires complex record-keeping, strict compliance, and tax reporting. We handle the regulatory heavy lifting so your loved ones can focus on being a family member.
Types of Trusts We Administer
- Asset Protection Trusts
- Dynasty & Generation-Skipping Trusts
- Special & Supplemental Needs Trusts
- Revocable & Irrevocable Trusts
- Charitable Remainder & Lead Trusts
- Spousal Lifetime Access Trusts (SLAT)
- Intentionally Defective Grantor Trusts (IDGT)
- Insurance & Marital Trusts
- Qualified Terminable Interest Property Trust (QTIP)
*Including, but not limited to, the items listed above.