Welcome to client-focused private wealth management
At Westwood Trust, we help wealthy individuals and families, endowments and foundations, and small business retirement plans protect and grow their assets while pursuing the financial goals that matter most to them.
We’ve earned a reputation for making our clients’ needs our top priority. Our client first mentality is more than a slogan, it is an integral part of our mission at Westwood.
As a Westwood Trust client, you will work with a Relationship Manager who will get to know you and your goals intimately. Your Relationship Manager leads a team of professionals that oversee every aspect of your wealth management strategy – from implementing your customized portfolio to answering your questions and taking care of your day-to-day needs.
Trust Administration and Management
As your trustee, we place your financial goals at the forefront, providing assistance through every aspect of the decision-making process over the course of your lifetime and beyond. From record-keeping and tax reporting, to trust administration and accounting, we aim to provide clients with services that cover a wide range of needs.
In addition to the services listed above, we also have expertise in establishing and administering private foundations.
As a trust company, we have a fiduciary obligation to act in the best interest of our clients. With this responsibility comes objectivity in managing your investments. Furthermore, we strive to achieve transparency and fairness in our clients’ portfolios.
At the center of this idea is our belief in no hidden costs.
Our fiduciary services consist of:
- Estate Administration – we can serve as executor to carry out your wishes in your will
- Agent and Custody Services – we can serve as agent or custodian and manage selected assets on your behalf
- Individual Retirement Account (IRA) Administration – we can assist you in all aspects of administering an IRA, from establishing one to managing the assets, and everything in between
Contact us today to learn about how we can help you with your financial goals.