At Western Reserve Trust Company, we appreciate that a trust is more than its assets and distributions.
It represents the legacy of the individual who created the trust, as well as the hopes and well-being of its beneficiaries. It is the result of hard work and sacrifice and must be treated with the utmost care.
Trust administration is an enormous responsibility, one that requires the attention of a multi-disciplinary firm of professionals with the experience and expertise to act wisely and prudently.
Building upon their years of service in the trust industry, the founders of WRTC have assembled a team that can be relied upon to administer all of its duties faithfully while protecting clients’ legacies.
Inherent in WRTC’s trust administration services is a long list of responsibilities which in many cases also fall under the Family Office services umbrella. Among the types of trusts administered by WRTC:
- Revocable living trusts
- Marital and credit shelter trusts
- Irrevocable trusts, including generation-skipping, dynasty and grantor trusts
- Charitable trusts, including charitable lead and remainder trusts and private foundation trusts
Each trust has its own dedicated team to ensure that our clients receive the highest level of service.