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Corporate Trustee

Having Parkside as your corporate trustee ensures the intentions of your trust will be carried out as you expect. We understand this is a personal business. Choosing a local trust company provides stability, objectivity and a personal understanding of the beneficiaries.

Selecting a trust company with a family office attached has an additional set of benefits. Our people help clients understand trusts everyday, so administering them as trustee is practically second nature to us.

What’s more, the same tools we use to help our family office clients are utilized for our trustee clients to understand the unique capabilities and attributes of their own trust.

In short, count on Parkside to ensure that your family’s current and future generations benefit from the continuity, prudence and professionalism that only a trusted financial institution can provide.

Team Structure

Our family office team, along with the entire Parkside organization, consists of professionals with diverse backgrounds including attorneys, MBAs, CFPs and CTFAs.

As one of our family office clients, you will always have one primary point of contact– your Parkside family office advisor. Then, as your financial needs require, we bring in specialists from the team we build on your behalf.

We never waver from this approach to ensure you receive unparalleled, on-strategy guidance and personalized service in the most efficient manner possible.

The members of the Parkside team are not just employees; they are also the owners of the company. This unique structure ensures your satisfaction over the short term and the long haul.