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Trust Services

PRESERVE YOUR WEALTH. PROTECT YOUR LEGACY.

Preserving and transferring wealth requires more than investment expertise. It demands trust, careful planning, professional administration, and unwavering fiduciary commitment. Waverly Advisors’ Trust Services provide sophisticated, personalized solutions to protect assets, minimize taxes, and ensure continuity across generations, whether for family, business, or charitable goals.

Why Trust Planning Matters

Estate planning extends beyond federal taxes, with state taxes, administrative complexity, and family dynamics shaping the legacy you leave. Trust planning is not just about wealth, but about confidence, continuity, and peace of mind. Our trust professionals collaborate seamlessly with investment managers and tax specialists, upholding the highest fiduciary standards and always placing your interests first through transparent fees, regulatory oversight, and professional accountability.

Personalized By Design. Unwavering Fiduciary Commitment

We treat every client as unique, with a dedicated relationship manager who takes the time to understand your goals, values, and family dynamics, providing thoughtful, customized trust solutions. Our trust professionals collaborate seamlessly with investment managers and tax specialists, and with the highest fiduciary standard, placing your interest above all else through transparent fees, regulatory oversight, and professional accountability.

Comprehensive Trust Services

Asset Management & Investment Oversight

Disciplined portfolio management aligned with trust objectives, including risk management, rebalancing, and tax-efficient strategies.

Service you can trust

Beneficiary Services & Communication

Clear, transparent communication, distribution management, reporting, and beneficiary education.

Service you can trust

Tax Administration & Compliance

Coordination of fiduciary tax reporting, K-1s, and collaboration with your CPA to ensure full compliance.

Service you can trust

Special Asset Administration

Oversight of complex assets such as closely held businesses, real estate, and concentrated positions.

Service you can trust

Fiduciary Accountability & Reporting

Detailed trust accounting, regulatory compliance, and professional liability protection.

Service you can trust

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waverly Advisors, LLC does not serve as an attorney, accountant, or insurance agent.  Waverly Advisors, LLC does not prepare legal documents, nor does it sell insurance products.

Contact Us

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!

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