Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with more than $4.5 billion in assets for trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas: Trust and Estate Services • Trust Administration • Estate Settlement • Estate Plan Consulting • Directed Trustee • Real Estate Administration Family Office Services • Wealth Design • Financial Planning • Tax Planning • Philanthropic Giving • Next Generation Education and Mentoring • Lifestyle Management Investment Advisory Services • Asset Allocation • Portfolio Management • Third-party Manager Evaluation and Selection • Account Aggregation and Consolidated Reporting • Private Equity Due Diligence
