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