Fiduciary Trust Services | Fleming Wealth Management

Fiduciary (Corporate) Trust Services
for Clients in Cold Spring Harbor, Manhasset, NY & the Surrounding Areas

Protection and provision for family members has always been near the top of practically every parents' priorities. For those wise enough to consider a long-term perspective, establishment of a trust may be the most prudent way to preserve family assets and reduce expenses.

We are proud to now offer Halliday Private Trust; protecting and growing family wealth for multiple generations. Your family deserves independent insight and leadership, devoid of ulterior motives and conflicts of interest. Experience the comfort of a “true” fiduciary, with a common sense and disciplined approach, combined with local personalized service, and nationally recognized excellence.

Halliday Private Trust a Trust Representative Office of National Advisors Trust, FSB, the nation's largest federally chartered advisor owned independent trust company, provides your family with professional guidance for multiple generations.

Halliday Private Trust integrates seamlessly with your financial advisor to provide top trust technology and administrative support. There is no need to change your investment philosophy, asset management style or portfolio holdings. You will also maintain your attorney, accountant or other professional relationship. Halliday Private Trust ascribes to the highest standard of service set forth in ISO 9001 – an international measure focused on quality management systems and continuous improvement of product/service delivery.

A Brief Description of Trust Types:

  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Trusts
  • Agent for Trustee
  • Special Needs Trusts
  • Marital Trusts
  • Bypass Trusts
  • Generation Skipping Trusts
  • Dynasty Trusts
  • Irrevocable Life Insurance Trust
  • Qualified Terminable Interest Property

Establishing a trust is one of the most prudent steps you can take to ensure your loved ones are cared for while maintaining your legacy. Our wealth management firm understands the importance of safeguarding your family's financial future now and across many generations.

The Benefits of Professional Fiduciary Trust Services

At Fleming Wealth Management, we understand that managing and protecting your legacy requires a deep sense of responsibility and expertise. Our fiduciary trust services are designed to provide peace of mind and confidence to families and individuals in Old Westbury and Brookville, NY.

  • Personalized Guidance: We take the time to understand your financial goals, family dynamics, and long-term vision to develop a trust strategy that aligns with your values and objectives.
  • Objective Decision-Making: As fiduciaries, we act solely in your best interest, freeing every decision you make regarding your trust from conflicts of interest and maintaining focus on your financial well-being.
  • Comprehensive Administration: Our team manages all aspects of trust administration, including asset management, tax reporting, and beneficiary communication, helping to simplify complex processes for you and your loved ones.
  • Asset Protection: We help safeguard your wealth through carefully structured trusts that protect against unnecessary taxation, creditor claims, and other potential risks.
  • Continuity & Stability: Our professional oversight allows us to consistently manage your financial legacy, even across generations, preserving your intentions for the future.
  • Local Knowledge: Serving clients in Old Westbury and Brookville, NY, we combine regional insight with the strength of our broader wealth management capabilities to deliver trusted, personalized service.

At Fleming Wealth Management, our fiduciary trust services are built on integrity, transparency, and a commitment to your financial security for generations to come.
 

Enjoy the peace of mind that comes with working with a true fiduciary. At Fleming Wealth Management, our fiduciary corporate trust services are guided by integrity, transparency, and independence, ensuring your best interests always come first. Michael F. Fleming and his team have been proud to meet the needs of clients throughout Cold Spring Harbor, Manhasset, NY, and the surrounding areas for over 20 years.

Contact us today to learn more about the various trust types we offer or to schedule a financial planning appointment!