Services

Each client has her/his/their own circumstances and needs. Nanette & Family stands ready to do what you need to make your life and legacy dreams come true. We provide these services in a tailored, personal, and cost-effective way.

Trustee Services

We serve as trustees, successor trustees or executors. Often it is a good idea to choose professional fiduciaries to relieve or support family members as trustees. As experts with only your interests in mind, we can:

• Oversee estate plan updates

• Manage finances

• Pay bills

• Make distributions

• Monitor investments

• Direct family partnerships and foundations

• Maintain & improve property

• Coordinate various tax filings

• Guide trust administration

Family Office Services

We can manage family offices. Let us help you with:

• Bill paying

• Bookkeeping

• Regulatory filings

• Tax compliance

• Property management