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Family Office

We provide a wide range of customized fiduciary and administrative services; Franklin Street’s trust and family office capabilities are closely aligned with the investment services we provide to our clients. For example, some types of investment accounts—such as charitable trusts and retirement plans—require a trustee, a role that Franklin Street Trust Company can assume, simplifying account administration and asset management for the client.

Rather than providing a bundled package of services, we custom design and manage your family relationship with a team of other professionals with whom our clients have existing relationships, such as attorneys and accountants.