Trust & Estate Review

Trust & Estate Review

Full Service Trust Solution provided by Novare Capital Management and the Personal Trust Services Division of a National Bank.

Novare Capital Management offers corporate administrative trustee services provided by the personal trust services division of a national bank. Clients enjoy the collaborative relationship between Novare Capital as the investment advisor and the trust officers performing the fiduciary administrative duties for the trust.

Fiduciary Administrative Services Include:

  • Income and Principal Distributions
  • Accounting and Recordkeeping
  • Preparation and Filing of Federal and State Tax Returns
  • Monthly Reporting

Novare Capital Management Provides:

  • Customized Portfolio Management
  • Experienced Team of Portfolio Managers
  • Determine the financial resources needed to fund your trust’s investment objectives
  • Competitive Risk Adjusted Returns
  • Superior Client Service from a Team of Dedicated Professionals