Protection & Legacy

Trustee Services

Our trustee services help you easily manage and consolidate your assets, prepare for the distribution of your assets after your death, and decide how your assets are invested.

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800-832-8514

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OVERVIEW

Protect Your Legacy with Professional Trust Oversight

Trusts are powerful tools for preserving wealth, providing for loved ones, and ensuring your intentions are carried outโ€”during your lifetime and beyond. But a trust is only as effective as the trustee overseeing it. At Global Advisers, our Trustee Services offer professional management, clear fiduciary alignment, and continuity that personal appointees often canโ€™t provide.

Whether you’re establishing a family trust, charitable foundation, or complex estate structure, our team brings deep expertise and unbiased administration to protect your assets and fulfill your goals with precision and care.

Professional Oversight

Appointing a trustee is one of the most important decisions in estate planning. While many people select a friend or family member, this often creates riskโ€”lack of experience, emotional bias, or difficulty navigating legal and financial requirements. Global Advisers offers a reliable, professional alternative.

Our trust team brings over 50 years of combined experience in trust law, asset oversight, and family wealth planning. We serve as independent trustees, co-trustees, or successors, depending on your needs. From real estate and private business interests to marketable securities and legacy assets, we help manage your trust with impartiality, accuracy, and continuity across generations.

Trust Service Features

  • Custom Trust Design โ€“ Tailored trust structures built around your family, legacy, and long-term intentions.
  • Independent Trustee Services โ€“ Objective administration without family conflict, personal bias, or short-term thinking.
  • Asset Oversight โ€“ We coordinate with your investment, legal, and tax professionals to ensure full alignment.
  • Continuity & Control โ€“ Your trustโ€™s terms are legally binding, providing ongoing guidance during incapacity or death.
  • Tax & Privacy Benefits โ€“ Trusts may help reduce gift, estate, or generation-skipping taxes while keeping your affairs private.

Is It Right for You?

Appointing a professional trustee offers peace of mindโ€”ensuring that your wishes are honored and your assets are managed with care and expertise.

  • Youโ€™ve created a revocable or irrevocable trust and want qualified oversight.
  • Your estate involves complex or illiquid assets, such as real estate or business interests.
  • You’re concerned about family conflicts or burdening loved ones with administrative responsibility.
  • You want to preserve privacy while ensuring legal and tax compliance.
  • You need continuity in trust governance across future generations.

Key Benefits

Choosing the right trustee means protecting your assets, honoring your intentions, and relieving your heirs of legal and administrative burden. Our approach provides the stability and clarity needed to carry out your plan over timeโ€”with professional accountability at every step.

  • Unbiased Execution โ€“ We follow your instructions without personal interest or family bias.
  • Expert Asset Handling โ€“ Manage complex assets like LLCs, real estate, or mineral rights with confidence.
  • Ongoing Support โ€“ Trust administration doesnโ€™t end with your planโ€”it continues for future generations.
  • Integrated Coordination โ€“ We work closely with your existing advisors to ensure compliance and performance.
  • Legacy-Oriented โ€“ Every decision we make supports the future impact you envision.

Fees & Expenses

Our trustee services are priced according to complexity, asset structure, and administrative scope. We offer annual flat fees, co-trustee arrangements, or project-based engagements for clients who require limited oversight. All pricing is disclosed up front with no commissions, product fees, or referral incentives.

We serve in a purely administrative capacity or as part of a broader advisory relationship, depending on your preferences and estate structure.

Your Legacy Deserves More Than a Promise

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