Trustee Services

Collaborative Wealth Advisory can provide Trustees with the advice and guidance they need, in a way that works for them.

Whether it is a special needs trust or other type of Trust, many Trustees are looking for wealth management advice, planning, and support. CWA has the experience and the freedom to work with Trustees the way they want and the flexibility.

Clients often need Trustees or have Trustees, and we are able to provide a collaborative relationship between the Trustee and the beneficiary.

We have experience in working with trustees that are family members, attorneys, or Corporate Trustees.

For Special Needs Trusts, we can help with finding solutions for the needs of the beneficiaries, supporting distribution decisions, tracking expenses and administration.