Bespoke Trust Solutions
Heather Pesikoff, Partner, Head of U.S. Trust Services, discusses how Corient delivers client-focused trust solutions built on transparency, collaboration, and expertise.
Choosing the correct trustee is one of the most important and often overlooked and misunderstood decisions in estate planning. I'm Heather Pesikoff. I'm a Partner and Head of U.S. Trust Services. I've been advising families for over 25 years on estate planning.
Corient has redefined what it means to manage a trust. Central to that is transparency, collaboration, and expertise, which delivers a client-centric, bespoke, integrated solution.
We are strategically chartered in South Dakota, which is the most client friendly jurisdiction in the U.S. and this allows you to take advantage of a powerful combination of privacy, asset protection, flexibility, in the most dynastic jurisdiction in the country with state tax advantages.
Disclosure:
Advisory services from Corient Private Wealth LLC (“Corient”), a registered investment advisor (“RIA”), are regulated by the Securities and Exchange Commission and offered in jurisdictions where the RIA is registered. “Registered” does not imply any level of skill, training or approval by the SEC.
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