An independent, non captive corporate trustee advisory practice offering products and services through the following OCC regulated institutions: Barclays Capital Inc, BNY Mellon, MasMutual Trust Company, FSB, and Wilmington Trust, NA
We work with a local MassMutual office, Capstone Partners. All new associates are hired through Capstone for initial training and on boarding. Those that meet min requirements to join our team will be authorized to work with our DBA as we currently hold the highest team achievement in regards to Assets under Management within MassMutual Trust Company, FSB only highly competitive and enterprising individuals join our practice from Capstone Partners.
Our core competencies include: Corporate Trustee Advisory work for individual and family wealth, serving as unbiased advisors on 401(k) plans and other retirement services, and advanced insurance planning for estate planning and wealth transfer.
NEW Article 12/20 with WSJ