Estate/Gift Planning & Trustee Services
Our role as the family advisor is a natural entre into our clients’ estate, gift, and trust planning. This type of planning is not just about crunching numbers and projecting taxes; it is also about understanding the family, listening, and offering sound advice based on years of experience and specific circumstances. In some instances our clients have also asked us to serve as trustee for the trusts established during planning to ensure continuity, objectivity, transparency and adherence to intentions. When serving as trustee for our clients we provide full accounting, tax, and planning services.
We have strong relationships with attorneys and financial professionals who can assist in meeting any needs we identify during the planning process. These relationships are maintained for our clients’ benefit. Vescio Family Advisors does not accept any compensation or commissions from third party providers of services or financial products.