Fiduciary Services

For more than four decades, NexTier Wealth Management has served in fiduciary capacities for corporations, foundations, charities and public funds. With the qualities you expect from a fiduciary – objectivity, expertise and thoroughness – you get something more at NexTier: a personal approach that makes our client relationship easy and comfortable.

Custodian & Trustee	As a financial institution with a national trust charter, NexTier can serve as a corporate trustee throughout the United States. Our priority is protecting the organization’s assets by making sound and wise decisions for the beneficiaries of such plans.
Philanthropic Advice	If you are a charitable organization, NexTier can help you develop effective strategies to increase planned giving. Identifying planned giving strategies and communicating them to potential donors, often through workshops and other media, can be an important part of your success. Helping communities has been a part of the NexTier heritage since our founding.
Charitable Planning Vehicles	Estate planning for those with charitable intentions often involves the use of trusts, including charitable remainder trusts, charitable lead trusts, and private foundations. NexTier’s trust specialists work with charitable organizations and donors to establish and manage trust assets.