Chosen to care for another is one of the highest honors.
Edgewater specializes in working with families and individuals to organize and create financial programs that bring a sense of comfort and support. We understand the emotional complexities involved with money and we work to earn your trust no matter what the circumstances.
As a Trustee, you have a responsibility to hire lawyers, accountants and financial advisors to assist with the planning of someone else's welfare.
Aging Parents: as life expectancy continues to increase, the burden of both financially and physically caring for aging parents is one of the most important and pressing issues for adult children that exists today.
Trustee Responsibilities: if you are a new Trustee seeking a better understanding of the role and responsibilities or an experienced Trustee overseeing the financial life of another -- in addition to your own -- we specialize in Trust management.
Trust Management: whether it's an aging parent, special needs child or sibling, multi-generational trust, endowment or inheritance, our Principals personally understand the complexities of long-term investing driven by irregular priorities.
We look forward to meeting with you to help ease through this transitory time as smoothly as possible and give everyone involved peace of mind.