Trust Advisory Services

Palisade’s investment professionals have over a century of combined experience working with trustees and managing all types of trusts.

Palisade’s professionals have broad experience dealing with issues on trust tax matters, distributions, income accounting, along with the establishment and termination of trusts. We focus on managing the proper amount of risk, tax efficiency, reduction or postponement of tax liability, and maintaining proper liquidity.

As Palisade does not act as a corporate trustee, we have relationships with both local and national trust companies, including trust companies in states where taxes are reduced or eliminated. Our special arrangements with these trust companies allow our clients to work directly with Palisade for their trust investment management. Additionally, we have negotiated special fee structures for our clients to select from.

We work with your existing legal and tax advisers to help create appropriate wealth strategies utilizing all types of trusts including, Revocable trusts, Irrevocable trusts, Charitable Remainder trusts, and Grantor Retained Annuity trusts.