Our Clients

Our diversified client base includes both high net worth individuals and institutions.

Our High Net Worth clients:

• Individuals
• Multi-Generational Families
• Trusts

Our Institutional clients:

• Foundations and Endowments
• Corporations
• Defined Benefit, Defined Contribution Plans and ESOPs

Custody

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.

Corporate Trust

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.