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Trustee & Guardianship Services

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At KGC, we understand the importance of entrusting your assets and the welfare of your loved ones to a reliable & experienced Trustee and Guardian.

Drawing from more than 25 years of dedicated service advising generations of families, our team of trust and estate experts knows what it takes to ensure your intentions are fully realized. We have experience with:

  • Administering Trusts
  • Managing the proceeds of those Trusts on behalf of our clients
  • Working with many families to manage the proceeds of Trusts for which we do not serve as Trustee

Professional Trustee Services

Overseeing your trust assets with informed management ensures the preservation and growth of your wealth.

Professional Trustee Services

  • Ongoing monitoring and oversight
  • Performance and transition management
  • Management of assets
  • Serve as officers/directors when necessary
  • Trust distribution management
  • Estate planning assistance
  • Tax planning and compliance

Guardianship Services

Safeguard the financial future of your loved ones with tailored investment, tax, and real estate strategies.

Guardianship Services

  • Financial education
  • Investment strategies and asset management
  • Cash flow needs
  • Budget creation
  • Bill payment
  • Real estate purchases, modifications and maintenance
  • Court filings and reporting
Secure Your Family’s Future. Explore Our Trustee Services Today!

As Your Assets Grow, So Does the Complexity of Your Trust and Estate Planning

Navigating Complexity

Trustees and fiduciaries face intricate legal and tax regulations, administrative obligations, and occasionally, emotionally charged decisions.

Achieving Your Objectives

Without a carefully crafted plan, there’s no assurance that your assets will be transferred in a manner that supports and protects your family’s well-being.

Managing Assets

Your most valuable investments often require specialized expertise, intricate management, and substantial time to ensure effective oversight.

Your Trusted Partner for a Lifetime of Change.

At Kershner, Grosso & Co., we are committed to being your trusted partner through life’s ever-changing journey. With our comprehensive range of services, including trustee and guardianship solutions, we provide the support and expertise you need to navigate financial transitions and uncertainties with confidence. Whether it’s managing trusts, overseeing assets, or planning for the future, count on us to offer guidance and reassurance every step of the way. Your peace of mind is our priority, making us your ally for a lifetime of change.

Navigate Trust Complexity. Partner with the Team at KGC.