Peace of Mind...

...Now for you, and someday for those you love...

Offering Professional and Independent Private Fiduciary Services

James D. Hanegan


Fiduciary Services


Private Trustee and Executor


Where Financial Confidence and Convenience Go Hand In Hand


For decades we have been providing fiduciary services for families like yours, utilizing custom designed trusts and estates. We are skilled in the administration of difficult assets, such as oil and gas properties or closely held businesses.


Our specialized team of professionals provides:
◊ Estate planning and trust and estate administration personalized to achieve your specific family goals and to minimize potential tax costs;
◊ Management of unique assets, including art collections and oil and gas properties;
◊ Analysis and recommendations regarding life insurance;
◊ Service as trustee / personal representative or as co-trustee or co-personal representative with family members; and
◊ Coordination with other professionals, at your request, for estate and trust planning and administration, including:



Attorneys

Portfolio Managers

Accountants and

Life Insurance Professionals


We serve as trustee and personal representative for multiple generations of our clients' families. Our fiduciary services include consultation with family members regarding trust and estate planning to meet financial and non-financial goals, asset management services, professional and accurate trust and estate operations, fiduciary accounting services and income and estate tax compliance services.


You can depend on us for creative solutions tailored to the unique needs and goals of your family. Since 1984, we have been providing the foundation to give families like yours the peace of mind you deserve.