Trust Advisory Services
The selection of a corporate trustee provides a level of continuity and professionalism in the management of your family’s wealth for generations to come.
As an asset management company with national trust powers, Legg Mason Investment Counsel has authority to serve as trustee, co-trustee, or as an agent for other trustees, for individuals and families throughout the United States.
Our comprehensive trust services include:
- Trust administration - For trusts of all types, superbly executed services, including those traditionally provided by bank trust departments, as well as more customized family office services.
- Trust advisory services - Strategic advice on all aspects of creating and implementing trusts on behalf of our clients.
- Custody of assets - The technology and personal assistance to ensure safekeeping of assets, from cash management to complete securities processing.
- Investment management - Comprehensive, experienced investment advice for trust accounts.
- Estate settlement - Trusted guidance—serving as executor, personal representative, or agent—to ensure your investment and estate plans are carried out according to your wishes.
Superior service
Managing your family's wealth requires disciplined, structured planning and a team-oriented approach. Our elite group of advisors offers the right combination of knowledge and oversight, and collaborates closely with your other professional advisors to ensure that your objectives are met.
How Can We Help You?
Whatever your objective, we bring the commitment, experience, and expertise to help you achieve your goals.
Legg Mason Investment Counsel
Services
Estate & Tax Planning
Strategic, ongoing advice to optimize the preservation and transfer of wealth while meeting specific tax needs.
Charitable Giving
Smart, efficient ways to realize tax savings while fulfilling a charitable vision.
Family Office
Specialized expertise to help wealthy families simplify, coordinate, and conduct their financial and business affairs.