Effective Trust Administration
At Fogel Capital Management, our in-house staff has over 20 years of experience in trust administration. Serving as the trustee for numerous clients along Florida’s Treasure Coast and New York City’s prestigious Wall Street, our Client Services Division works directly with your estate planning attorney to ensure the wealth transfer process is as free from conflict as possible. Consistent communication, paired with diligent account management, allows our Trust Administration team to manage each client’s trust effectively. Utilizing Fogel Capital as your trustee will give you the peace of mind that your assets are invested, protected, and transferred just as you’ve intended.