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Trust and Estate Administration

designed to preserve family intentions with
clarity, stability, and long term continuity.



Families rely on dedicated Trust and Estate Administration to protect legacies across generations.

A Fiduciary Financial Advisor for Families Managing Complexity

We deliver Trust and Estate Administration grounded in objective oversight, transparent care, and a long term commitment to honoring family intentions.

  • Transparent and conflict free administration
  • Independent fiduciary oversight
  • Evidence based trustee processes
  • Stewardship focused coordination
  • A long term, continuity driven partnership
TRUST AND ESTATE SOLUTIONS

Comprehensive Financial Planning
for Complex Wealth

Our approach supports families with significant wealth, intricate structures, and multi generational responsibilities.

Trust
Administration

Fiduciary oversight that maintains harmony, reduces tension, and ensures every decision reflects the long term interests of the family and its beneficiaries.

Estate Settlement and Coordination

A structured process that carries out instructions with clarity and care, supporting continuity and honoring the intentions established by prior generations.

Legacy and Beneficiary Support

Objective guidance that helps families navigate transitions, communicate effectively, and steward assets in alignment with long standing priorities.

Tax-Aware Financial Strategies

Planning that integrates tax awareness at each stage of wealth, including income alignment, charitable planning, and long term efficiency.

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Preserving Legacies
Across Generations

“Trust and estate work is ultimately about stewardship. Families depend on steady, objective oversight that respects their intentions and supports harmony through every transition.”

Malcolm Butler

President & CEO

Our Philosophy

Guided by a Disciplined
Fiduciary Approach

For more than 50 years, we’ve helped families navigate markets, transitions, and complex financial decisions with clarity and steadiness. Our history reflects a consistent commitment to thoughtful execution and long-term stewardship.

  • Preserving intent requires discipline

     A trust or estate functions best when administration follows a structured framework that protects the grantor’s wishes across generations.

  • Clarity reduces conflict

    Transparent processes and clear communication help prevent misunderstandings among beneficiaries and reduce emotional strain during sensitive transitions.

  • Objectivity protects families

    Independent fiduciary oversight removes personal pressure from family members and ensures decisions reflect the trust or estate, not internal dynamics.

  • Continuity strengthens legacy

    Long term administration provides stability through life events, helping families navigate settlement, distributions, and evolving responsibilities with steadiness.

  • Coordination creates better outcomes

    Thoughtful alignment with attorneys, accountants, and beneficiaries supports efficient administration and preserves long term family harmony.

TRUST AND ESTATE INSIGHTS
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Investment Management

YEAR-END ACTION ITEMS FOR INVESTORS

November 2025 By: KYLE POWERS, CFP®, MBA, AIF

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Market Commentary

2025 MARKET COMMENTARY – BULL VS. BEAR AND BEYOND

August 2025 By: JOEL GOODMAN, CFA

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Market Commentary

2025 MARKET COMMENTARY – BULL VS. BEAR AND BEYOND

August 2025 By: JOEL GOODMAN, CFA

Frequently Asked
Questions

What does comprehensive Trust and Estate Administration include


TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

How does the firm support multi generational wealth

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

What types of clients does the firm serve

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Is Financial Planning handled in house

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Does the firm collaborate with attorneys and accountants

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Schedule a call

Speak with a fiduciary advisor about your wealth goals.
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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

© Copyright 2025 The Fiduciary Group