Ad Valorem Advisors
Secure Your Legacy with Expert Trust Services
Trusts are one of the most powerful tools for protecting your assets, managing your estate, and ensuring long-term financial stability.
Whether you're just beginning or looking for a trusted partner to take over management, our team is here to help.
Our Trust Services Include:
Trust Formation Services: We guide you through forming your trust — from document creation to strategic structuring — ensuring it meets your goals and complies with all legal standards.
Pricing: Custom quoted based on complexity and scope.
Professional Trustee Services: Need someone to step in as trustee? We offer full trustee services, including administration, compliance, and asset oversight, delivered with fiduciary care and transparency.
Pricing: Custom quoted with flexible terms based on the trust structure and responsibilities.
Whether you're building generational wealth or planning for asset protection, we tailor our services to fit your needs and values.
FAQs
What’s the difference between a revocable and irrevocable trust?
A revocable trust can be changed or revoked during your lifetime. An irrevocable trust generally cannot, but offers stronger asset protection and tax advantages.
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Can Ad Valorem Advisors act as my trustee?
Yes. We offer professional trustee services for clients who need neutral, experienced management of their trust assets.
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How much does it cost to set up a trust?
Pricing is custom-quoted based on the type of trust, complexity, and any additional services like trustee support or estate planning integration.
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Ad Valorem Advisors is not a law firm, CPA firm, or licensed financial institution. We act as advocates and consultants, and we collaborate with licensed professionals where appropriate to support client outcomes.