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