The Family Heritage Trust Company offers professional administration of personal trusts including the following services: principal and income accounting, bill payments, tax advisement, investment management, distribution assistance, and charitable trust administration. The Family Heritage Trust Company also specializes in administrating and educating the public about Special Needs Trusts.
The Family Heritage Trust Company takes the fiduciary responsibility of managing and preserving your wealth seriously. Our customized investment approach ensures your interests are given the highest priority at all times. Supported by time-proven, decision-making disciplines, we utilize an interactive communication process to keep you informed to fully achieve your specific financial goals for today and tomorrow.
Legacy planning involves determining the amount of funds to leave to children, family, and charitable organizations. In concert with your legal or tax advisors, The Family Heritage Trust Company administers and manages your assets to ensure they are appropriately organized and allocated to ensure maximum value at the time of your passing. Legacy planning also addresses blended family issues along with specific provisions for the elderly or special needs heirs that require advanced planning and instruction.
Your retirement years should truly be your "Golden Years." The Family Heritage Trust Company possesses specialized expertise, experience, and personalized services to help you manage and enjoy the wealth created during your working years. We provide a comprehensive array of services specifically designed for the retirement time of your life. Partnering with you in retirement provides us a special satisfaction, plus we like to hear your stories and receive an occasional post card from your travels!