Freedom to choose the services you need
The trust officers of Plante Moran Trust are proud of their approach to client service. Rather than fit you into a one-size solution, our trust experts work with you to identify and respond to your specific needs. This may mean providing a single-source, one-stop solution or working with your existing trusted advisors to round out your team.
Core trust services include:
- Trustee services without investment management responsibility
Plante Moran Trust can serve as your trustee, co-trustee, or agent of your revocable or irrevocable trust. Our trust experts will assume responsibility for following the provisions of the document, safekeeping securities, collecting and disbursing income and principal, and preparing periodic accountings. Investment decisions will be made by an outside investment manager named in the agreement and appointed by the beneficiaries. Plante Moran Trust will not be responsible for the performance of assets selected by an outside manager
- Trustee services with investment management responsibility
When engaged with full investment management authority, Plante Moran Trust will provide the full complement of professional trustee services as a trustee or agent with independent and objective investment advisory services provided by Plante Moran Financial Advisors, including asset allocation and active monitoring
- Agency accounts
Plante Moran Trust is pleased to provide a full complement of professional trust services when engaged as agent for a trustee. An agency arrangement includes investment advisory services provided by Plante Moran Financial Advisors
- Custodial accounts
As custodian, Plante Moran Trust provides safekeeping services for securities, collects income, keeps accurate and proper accounting records, and remits and reinvests income as directed by the owner. Securities purchases and sales are transacted at the direction of the owner or designated agent
- Charitable trusts and private foundations
Plante Moran Trust professionals can serve as trustee or agent for individual trustees of charitable trusts and private foundations. When our trust professionals are asked to serve in this capacity, clients receive the independent investment advisory services of Plante Moran Financial Advisors along with cash management, financial planning, accounting, asset allocation, and proactive portfolio monitoring to help them meet their planned giving needs
- Family office bill payment services
Plante Moran Trust is pleased to provide family office clients with a personalized, yet businesslike, approach to daily financial management and bill paying. Our clients’ financial affairs are handled professionally, discreetly and with the assurance of confidentiality with a range of service levels designed to meet the needs and goals defined by each individual family. Additional services, including investment management, internal audit and business consulting services, and personal tax services are available through Plante Moran’s broader Family Office Services Group
- IRA rollover custodian services
As custodian of your IRA rollover, Plante Moran Trust provides safekeeping services for securities, collects income, keeps accurate and proper accounting records, and remits and reinvests income as directed by the owner. Securities purchases and sales are transacted at the direction of the owner or designated agent.
- IRA trustee with investment management responsibility
Plante Moran Trust can serve as trustee of your IRA. In this capacity, our trust team includes the services of Plante Moran Financial Advisors to provide objective and independent investment advisory services to the account, including asset allocation and active monitoring.
For more information about trust services and how we can work with your existing trusted advisors to serve your personal trust needs, please contact a Plante Moran Trust professional.