The plural of leaf is tree.

While intellectual and professional excellence too often relies on committing facts to memory and 'regurgitating' these facts out in the form of documents and planning, Saratoga Fiduciary Services embraces the path of the creative application of information. Civilization may have been built on a solid foundation, but it flourishes on new ideas and new approaches to timeless issues that confront family and individual planning dynamics. It is absolutely critical that a trustee/fiduciary keep this in mind as he or she charts the course of executing the responsibilities mandated in a trust document.

No two families, no two family members, no two sets of family circumstances are ever exactly the same, no matter how similar the facts. The issues of family conflicts, triumphs, tragedies and hopes set against the backdrop of a wealth management plan and trust documents continuously provide a reminder that the past is not always prologue. Being a good listener and observing, as well as seeing, is critical to the proper execution of fiduciary responsibilities. Clients deserve nothing less.