The relationship between Trustee and client is at the center of everything we do. LWC Trustees make a career commitment to our clients, forging relationships that often extend to multiple generations.
Trustees speak regularly with family members to understand their goals, views and aspirations. Guided by this insight, they serve as:
- Fiduciaries, if appointed, entrusted with legal discretion over property held in trust
- Investment managers, developing and managing a portfolio strategy designed to achieve financial goals
- Independent advisors, addressing a wide range of financial issues and assisting with outside professional resources when needed
At every step, LWC Trustees are there to answer questions, offer advice and guidance, and facilitate family meetings when necessary.