Trust Administration

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

Fogel Capital Management has over 20 years of experience in Trust Administration. We serve as the trustee for numerous clients. Our Client Services Division works directly with your estate planning attorney to make sure the wealth transfer process is free from conflict. Consistent communication, paired with diligent account management, allows our Trust Administration team to effectively manage the client’s trust. Utilizing Fogel Capital as trustee will give you the peace of mind that your assets are invested, protected, and transferred as you intend.

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Experienced Advisors

Our team is comprised of former Wall Street professionals who have over 20 years of investment research experience to make sure all of your financial planning needs are fulfilled.

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