Trust Administration

Our in house staff has years of experience in Trust Administration.

image014-300x199We serve as the Trustee for numerous clients. Utilizing Fogel Capital as trustee will give you the peace of mind that your assets are invested, protected, and transferred as you intend. Naming a fiduciary as trustee helps to eliminate any conflicts that can arise from naming one of your beneficiaries as trustee. We work directly with your estate planning attorney to make sure the wealth transfer process is free from conflict.

Receive Updates on Latest Market Trends, Economic News & Jay Chapman’s Monthly Articles

Falcon Fund

Our fund delivers higher returns with lower risk. Read more about why this fund is a great solution for many wise investors here…

Read More