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