What can you expect
Here’s what you can expect from the Broadway Wealth Management team:
Provide objective administration based on the terms of the trust document
Focus on the intent of the Grantor as expressed in the document
Independent, unbiased third party administration to promote family harmony
Professional asset management for trust assets – whether investments, real property or minerals
Balance the interest of all beneficiaries – both current and future
Keep beneficiaries informed about the management of the trust assets
