Protect Your Wealth and Plan for the Future

Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend. As an expert in trust and estate services, we can administer a broad array of trusts to meet your unique goals for today and tomorrow.

With your priorities as our guide, we create tailored wealth transfer strategies that allow you to maintain your current lifestyle while providing for your loved ones and giving to the community.

Services tailored to meet your needs

You can rely on us to conscientiously administer your trust according to your unique objectives, such as:

  • Maintaining your current lifestyle
  • Creating a legacy for the benefit of your loved ones
  • Protecting your assets from excessive taxation as well as unexpected health, personal and business risks

Among our services:

  • Wealth transfer planning
  • Custom trust solutions
  • Trust administration
  • Estate settlement services

We work with you to appoint suitable representatives who can act as sole trustee, co-trustee or successor trustee—depending upon your preference. The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:

  • Accounting and reporting
  • Investment management
  • Securities custody
  • Tax-related responsibilities

Estate Settlement Services

Stem Capital’s estate administration professionals work with you and your advisors to guide you through the complicated process of wealth transfer including:

  • Asset identification, collection, valuation and management
  • Probate estate and trust administration
  • Tax and legal strategies development to minimize all types of taxes — estate, generation skipping and income
  • Tax preparation or review
  • Preparation of all required inventories and accountings
  • Distribution of assets in accordance with the estate plan

Family Business Services

Family-owned businesses are intrinsically complex. Issues such as succession planning, structuring a board of directors, establishing risk management protocols or selling the company are complicated by unique family dynamics. When family members entrust their most important asset to our stewardship, we take all of these issues into consideration.

Stem Capital works with family businesses to provide management and strategic solutions for closely held corporations of all types, sole proprietorships, and general and limited partnerships. We oversee the procurement and execution of a wide range of fiduciary services, including:

  • Performance and transition management
  • Valuations
  • Succession planning
  • Legal and/or tax status conversions
  • Assistance in the sale of business entities or interests

We offer support to a diverse range of family-owned businesses, including operating companies and holding companies in a wide range of industries.

Should your family business become a family enterprise due to its sale, Stem Capital will seamlessly handle the shift in focus. We take into consideration the collective needs of family members as well as new investment opportunities made possible by aggregating various family enterprise funds.

Working with you and your other advisors, we take a holistic approach to accurately assess how we can best serve you.