Trust Services

    For clients who wish to use a corporate trustee in their wealth planning, Williams Asset Management offers a full range of fiduciary services through partnerships with four major trust companies: 

    Bank of Kansas

    Fidelity Personal Trust Company, FSB

    Capital First Trust Company

    Peak Trust Company

    Wealth Advisors Trust Company

     

    Under this arrangement, Williams Asset Management manages your trust investments and financial relationship while our trust company partner handles the trust's administrative details. Clients who wish to name a corporate fiduciary in their wills may do so knowing that Williams Asset Management will continue to manage their investments during the estate's administration and, thereafter, in any testamentary trust created.

    For a side-by-side comparison of a traditional corporate trustee and a trust relationship through Williams Asset Mangement, please click on the following link:

    Side-by-Side Comparison