Consider choosing an executor who is trustworthy, organized, financially literate, geographically accessible, and likely to outlive you. For straightforward estates, a capable family member often works well. More complex situations — closely held businesses, multiple properties, blended families, or beneficiaries who may disagree — usually warrant a professional co-executor or a corporate executor. Name successor executors, because relying on a single person may leave your estate vulnerable if they’re unable to serve. Taking time now to select the right executor can give your family clarity and help your wishes unfold smoothly when the time comes.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
