Trust Services

Protection. Control. Legacy. All in One Place.


Trusts aren’t just for the ultra-wealthy anymore—they’re essential for anyone serious about protecting their assets, minimizing liability, and ensuring their legacy. At Full Suite Wealth, we offer comprehensive trustee solutions that safeguard your wealth now and far into the future.


We don’t just manage trusts—we help you leverage them for strategic advantage.

There's more

out there than

buy, hold and hope.

There's more out there than

buy, hold and hope.

We protect, grow and transfer wealth for individuals, families and their institutions. Welcome to Full Suite Wealth, a holistic service offering where customers can receive a full spectrum of planning all in one place.

Directed Trustee Services


You stay in control. We protect and administer.

As your directed trustee, we provide the fiduciary oversight, legal structure, and administrative support—while you or your trusted advisors maintain investment control.


Ideal for:

  • Asset Protection Trusts
  • Foreign Grantor Trusts
  • Family-Friendly Trust Structures


It’s the best of both worlds: you direct, we protect.


Discretionary Trustee Services

Protect your assets from creditors—and from uncertainty.

When protection is paramount, we step in as discretionary trustee to control disbursements and decisions in line with your wishes. This structure shields your assets from creditors, legal claims, and misuse.


We specialize in:

  • Dynasty Trusts for multigenerational wealth
  • Asset Protection Trusts for legal security
  • Special Needs Trusts for family members with unique requirements
  • Irrevocable Trusts for permanent protection


Our team ensures your intentions are honored and your beneficiaries are protected.


Trustee Administration

Trusts require more than paperwork—they require precision.

Whether you need full-service trust management or administrative support, we ensure every trust is handled correctly and in compliance with all legal obligations.


  • Full Trustee Services: End-to-end trust management
  • Administrative Trustee Services: Back-office support with legal and tax coordination


Trusts are more than a strategy—they’re a legacy tool. We’ll help you use them the right way.



Wouldn’t you like to make money when the market goes up and down?

Redefine what you’re told about Diversifying.

Protect and Grow Your Wealth Forever and Beyond

A Full Suite of Service

Discover a World of Opportunities in Planning. 

Whatever your goals, we'll help you craft a plan tailored to your needs.

Discover a World
of Opportunities in Planning.

Whatever your goals, we'll help you craft a plan tailored to your needs.

Trust Services

We can provide a fiduciary arrangement through which the trustee manages assets for the benefit of our clients. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations.

Insurance

Risk management for your life, your business and your property.

Financial Planning

There is aptitude in planning. Experience builds better strategy, a strategy that makes sense now, not later.

Legal Services

We will provide legal services to you and your family that you need to accomplish your retirement, wealth transfer and  business goals.

Wealth Management

Wealth is created through concentration and preserved through diversification.

The Full Suite Offering

Any or all services will be available in one place. Whether it's managing your money, putting a financial plan together or legal and insurance services, we will get you started and connect experts in many fields to have one voice for the client.

Let's get started.

Contact Us

Take control of your financial Future.

Start the conversation by listing your pertinent needs.

Learn more about

Full Suite Wealth's origin story

Learn more about

Full Suite Wealth's origin story