The Professional Trustee A Unit Of Felix Group P C Careers in Northbrook, IL

The Professional Trustee uses the law and practical wisdoms to help families harmoniously connect their past with their future. Specifically, we guide the transfer of financial, human and intellectual wealth, and so, help the change from generation to generation to be not a curse, but a blessing. We support smooth family transitions by serving as a resource & where appropriate as trustee or other fiduciary. We have had particular success in rescuing families from trusts that aren't working. As an accomplished, meticulous, & collaborative trust administrator inexorably linked with high integrity & holistic values, we steward the trustmaker’s vision in addressing the needs of beneficiaries. Specialties Trust Administration, Replacement Trustee, Sucessor Trustee, ILIT Administration, Advising, Teaching, Coaching & Mentoring Trustees, Field-Testing Trusts, Trust Protector, Professional Fiduciary