The objective, independent investment advisory services of Plante Moran Financial Advisors are provided along with cash management, financial planning, fiduciary accounting, asset allocation, and proactive portfolio monitoring.
From charitable trust services that include charitable lead and remainder trusts to having personal trustee representatives and advisors, we ensure that your best interests are our first priority.
Plante Moran Trust is pleased to provide asset custody services for clients who either manage their own portfolios or utilize the services of one or more professional asset managers, independent of Plante Moran Financial Advisors.
When settling estates, we work on behalf of the estate to minimize taxes, resolve administrative problems, and provide prompt, proper distributions of assets to your beneficiaries.
These customized personal family office services help clients manage their money with the knowledge that we are working in their best interest. All services from tax planning to bill payment services are packaged and priced accordingly, depending on your individual requirements:
Plante Moran Trust is pleased to provide a full complement of IRA trust services when engaged as a professional Trustee with full investment management authority.
Plante Moran Trust is pleased to serve as your personal representative and Trustee of your Irrevocable Life Insurance Trust. In this capacity, we will collect and remit annual premium payments, serve annual Crummey notices to beneficiaries, as required, and provide periodic accountings.
Plante Moran Trust is pleased to provide a full complement of personal trust services when engaged as a professional Trustee or Co-Trustee with full investment management authority.