FINANCIAL SERVICES

Trustee & Guardianship Services

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

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Professional Trustee Services

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

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.

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!

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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.

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