Individual Trustee –
- May lack expertise with complex charitable trusts
- Potential estate inclusion and family drama
- Limited longevity
Large Bank/Brokerage Trust Department –
- Often pushes in-house investments
- Impersonal service
- Frequent staff turnover
ForeTrust PLLC –
- No investment products to sell
- Boutique attention plus institutional safeguards
- Continuity for multi-generational plans