Adams Brown Expands into Trust Services with Launch of Adams Brown Trust Solutions

Life has a way of becoming increasingly complicated. The same can be said for your finances. As your life evolves and circumstances shift, managing your finances can feel like a full-time job. Planning for the next generation on top of it all can be overwhelming.

To help you simplify your finances and protect your legacy, we have launched Adams Brown Trust Solutions. With the acquisition of a longstanding independent trust company, Heritage Trust, Adams Brown Trust Solutions will serve individuals, business owners, foundations and endowments throughout the region. Mike Smith, an attorney with more than 25 years of experience, is at the helm as managing director.

Adams Brown Trust Solutions brings together a team of seasoned trust advisors, many of whom have been in the industry for decades, who will work directly with our in-house CPAs, wealth management and estate planning professionals. This gives you seamless access to trust, tax, wealth and estate planning expertise through one point of contact.

“In this market, you can’t find trust professional fiduciary responsibilities paired with CPA ethical standards and capabilities,” said Ben Wilson, CEO of Adams Brown. “Our shared commitment and dedication to acting in the best interests of our clients enable us to deliver an unparalleled level of service that individuals and families have not previously experienced.”

Some of the services now offered under Adams Brown Trust Solutions include trust administration, estate administration, financial power of attorney, trustee services, life transition support, unique asset support and personal representative support.

“With this caliber of experience, we can help clients implement complex wealth strategies, guide family members through the probate process and more. It allows us to truly bring clarity, stability and confidence to every relationship,” said Wilson.