Comprehensive trust and estate planning services for high-net-worth individuals and families
AITC provides comprehensive wealth services tailored to the unique needs of high-net-worth individuals and families. Our experienced team delivers personalized trust administration, estate planning support, and fiduciary services with the attention to detail and confidentiality you expect.
As trustee, AITC manages trusts in accordance with governing documents and applicable law. Our services include investment oversight, distribution management, beneficiary communications, and detailed accounting. We serve as trustee for revocable trusts, irrevocable trusts, charitable trusts, and special needs trusts.
Business professionals and affluent investors have limited time to closely monitor economic and market trends. AITC offers a variety of fiduciary and tax accounting services for family offices and investment partnerships, providing the administrative support that allows families to focus on their wealth objectives.
Working alongside your estate planning attorney and advisors, AITC provides trust and fiduciary services that implement your estate plan. We help structure trusts, serve as trustee during your lifetime and after death, and ensure your wishes are carried out with precision and care.
Beyond traditional trust administration, AITC serves in various fiduciary capacities including executor, conservator, and agent under power of attorney. Our independent, professional fiduciary services provide continuity and expertise in managing your affairs.
For trusts and accounts where AITC serves as fiduciary, we provide investment oversight in accordance with the prudent investor rule and your investment guidelines. We work with your chosen investment advisors or can coordinate selection of qualified managers.
With decades of experience serving high-net-worth families, AITC understands the complexities of wealth management and the importance of confidentiality, responsiveness, and personalized service. As an independent trust company, we can focus solely on your interests without conflicts from banking or investment businesses. Our team brings the expertise of a large institution with the personal touch of a boutique provider.
Contact our wealth services team to discuss how we can support your family.
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