Our diversified client base includes both high net worth individuals and institutions.
Our High Net Worth clients:
- Multi-Generational Families
Our Institutional clients:
- Foundations and Endowments
- Defined Benefit, Defined Contribution Plans and ESOPs
Palisade offers the flexibility to custody our clients’ assets at the custodian of their choice. If our clients do not have a custodial preference, we will recommend the use of one of several custodians whom we have worked with.
For our clients that require the services of a corporate trustee, we are flexible to utilize the trustee of their choice. If they do not have a corporate trustee preference, then we can recommend a variety of corporate trustee solutions and discuss the best alternative to meet their needs.