Trusts are much more than documents.

At Saratoga Fiduciary Services, we bring over 40 years of experience and knowledge, while separating ourselves from traditional bank trust departments. From day one, we take a proactive approach to problem-solving, planning and client satisfaction, while retaining your current advisory team if you so desire.

But we also recognize that the job of a trustee is not merely to oversee and execute a set of processes, powers and dispositive provisions. No two trust clients are the same and we take the time to understand your values, goals and principles, develop effective and meaningful intergenerational strategies, foster family unity and continuity, manage the broad spectrum of risk and promote an enduring family legacy, all while integrating them against the backdrop of the trust provisions.

Our highly personalized and responsive service and counsel is delivered seven days a week, with an eye towards maximizing communication with clients and advisors. We do whatever it takes to merit the confidence you have placed in us.

It is not enough to know how much knowledge a trustee has unless you also know how much they truly care and understand you as a unique individual.