fiduciary-services
 

 

For those clients who wish to utilize a corporate fiduciary in their wealth planning, Clarion Wealth Management Partners offers its clients a full range of fiduciary services through partnerships with a variety of trust companies, including Franklin Templeton Bank & Trust. Under this arrangement, Clarion Wealth Management Partners manages your trust investments and financial relationship while our trust company handles the trust's administrative details. Clients who wish to name a corporate fiduciary in their wills may now do so in the comfort of knowing that Clarion Wealth Management Partners will continue to manage their investments during the estate's administration and, thereafter, in any testamentary trust created.