For nearly three decades, the experts at Budros, Ruhlin & Roe, Inc. have acted in a fiduciary capacity for multigenerational families, and created TrustServ® for this purpose. Executing a trust requires close ongoing communication with our clients, their beneficiaries, and their existing team of advisors. What sets us apart is our expertise at navigating the complexities that often exist in managing a trust—particularly when it flows from one generation to another. The ability to manage a trust with the necessary objectivity and due diligence has made us a trusted financial partner of high net worth families across the country. Of course, we fulfill all trust obligations with the utmost confidentiality. Our services are offered for all trusts, regardless of structure, and may include:
- Investment/Portfolio Management
- Tax Planning
- Beneficiary Representation and Distribution Planning
Our work with multigenerational clients provides them with the peace of mind that can only come from knowing their personal plans for wealth are being executed as they wish both now and for future generations.