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


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.