Philanthropy
We are dedicated to helping our clients pursue their philanthropic interests and causes. We serve as a resource to determine the economic capacity to give, explore the vehicles and techniques for making charitable gifts and bequests and aid clients and their families in implementing the giving plans that are best for them.
Trust Management Services
In some cases, in financial and estate planning, a trust can be a useful tool. A trust is a legal arrangement in which an individual gives fiduciary control of property to a person or an institution for the benefit of beneficiaries.
For clients who already have trusts, CPAIS offers fiduciary support regarding risk control and liability mitigation, as well as a full range of investment management services. In these cases, CPAIS takes on a co-fiduciary role for the trustees.
Clients looking to establish a trust can benefit from being serviced by a federally chartered trust company while maintaining the investment philosophy, asset management style and portfolio holdings that CPAIS established for them and manages on their behalf.
Trust services for CPAIS clients, when there is a need, are provided by National Advisors Trust Company, FSB.