Fiduciary Services

As a result of our focus on relationships, transparency, and fiduciary trust, clients often ask us to serve as trustees, thereby providing integral support in planning for their family’s future. Why clients trust us with their funds.

A fiduciary is someone in whom another has placed trust and confidence to manage assets. This concept is integral to LBA’s work, as clients’ interests are paramount in everything we do. As a result of our focus on relationships, transparency, and fiduciary trust, clients often ask us to serve as trustees, thereby providing integral support in planning for their family’s future.

Revocable Trusts

One of the easiest and most foolproof ways to protect assets, both for future use by designated family members and for current use by the asset holder, is to establish a revocable trust. This form of trust allows the individual to maintain control over the assets while setting future goals. A revocable trust may be amended or revoked at any time, and should be reviewed occasionally to ensure that it remains current in the face of marriage, children, divorce, or other transitions.

LBA advisors work closely with clients, as well as with experienced trust and estate attorneys, to ensure that the trust provides for loved ones as life events occur. Clients have the peace of mind that comes with knowing that a strong and caring team is in place to manage their affairs under any and all circumstances.

Private Foundations

LBA advisors have a long history of assisting individuals and families in creating and governing their own foundations, which can become a very special and meaningful part of a family’s financial success, sometimes across several generations. Guidance and counsel for starting or maintaining a private foundation is readily available to our investment advisory clients.