Trustee Services

Trusted Stewardship for Your Family’s Lasting Legacy

Evergreen Trust Services serves as a fiduciary to individuals and families who require more than administrative oversight — they seek a trusted partner to safeguard legacy, navigate complexity, and uphold their intentions across generations.

Our trustee services are offered by invitation only and built around long-term relationships grounded in discretion, integrity, and continuity. We work closely with family members, legal advisors, and wealth stewards to ensure that each trust is not only properly administered, but thoughtfully aligned with your evolving needs, values, and vision.

Whether guiding intergenerational governance, managing concentrated assets, or overseeing complex distributions, we bring institutional rigor with deeply personal care.

For the individuals and families we serve, a trustee is not just a title — it’s a responsibility that demands judgment, empathy, and unwavering commitment.

Disclosure
Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.

View All Disclosures