“Sterling coordinated our sale with our attorneys and wealth manager so seamlessly that the tax outcome was better than any of us had modelled. Discreet, precise, unflappable.”
Founder, technology company
Post-liquidity client since 2019
Services
Trust & Estate
Fiduciary accounting, trust and estate returns, and the coordination that keeps a family's plan intact.
What's included
Trust & Estate, handled end to end
- Form 1041 and estate returns
- Fiduciary accounting
- Gift tax returns and lifetime exemption tracking
- Post-mortem planning
- Family office coordination
How it works
A clear, predictable process
- 01
Private consultation
A confidential conversation with a partner about your situation and objectives.
- 02
Comprehensive review
We study prior returns, entities and plans, then present findings and opportunities.
- 03
Engagement & plan
A fixed annual retainer and a written planning calendar for the year ahead.
- 04
Continuous stewardship
Quarterly projections, coordinated advice and a partner who knows your name.
Client stories
What clients say
Let's talk about trust & estate
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 9:00 AM – 6:00 PM