Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with their trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas:

Trust and Estate Services
•	Trust Administration
•	Estate Settlement
•	Estate Plan Consulting
•	Directed Trustee
•	Real Estate Administration

Family Office Services
•	Wealth Design
•	Financial Planning
•	Tax Planning
•	Philanthropic Giving
•	Next Generation Education and Mentoring
•	Lifestyle Management

Investment Advisory Services
•	Asset Allocation
•	Portfolio Management
•	Third-party Manager Evaluation and Selection
•	Account Aggregation and Consolidated Reporting
•	Private Equity Due Diligence

Equitable Trust

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