Our Ideal Customer
The ideal client has a minimum of $1 million investable assets held in trust(s) / estate with the need to nominate a professional Trustee or Executor to manage/oversee all trust or estate related matters on their behalf (in lieu of putting all their eggs in one basket if they were to nominate a family member, friend or the asset manager where the trust assets are held).
With more than 20 years of Trust/finance/banking experience, I will add value to your business through referrals of mutual interest when needed and by enriching the lives of any individual / family referred. I have an extensive background in business development and strategic management through networking and by learned experience with not for profit work as Board chair. I am always willing to lend a helping hand and offer up resources when warranted.
How We Got Started
I served many clients as a Trust Officer in a trust company for many years. Many clients did not want to name their family or friends to serve as the Trustee or Executor of their trusts/estates. They felt like they had no choice but to nominate the company managing their assets, which in turn made them feel like they had all their eggs in one basket. Many trust beneficiaries have various different needs in a day to day basis. That requires hands on white glove service that large institutions or unqualified family/friends are not be able to provide. I see the need and am here to help.
Businesses Who Recommend Us
Cheryl is a very astute business leader, with great experience as a Trust Officer! Looking forward to recommending her to my clients. Raymond P. Donnelly, CSA
Cheryl possesses a multitude of talents that puts her at the top of professionalism in the business world. I fully endorse Cheryl as a Trust Manager. Within seconds of meeting Cheryl you are impressed by her astute insightfulness, warmth and her ability to be worthy of someone's trust. Most importantly she follows up in a timely manner with valued recommendations. Cheryl's additional talents include her vast knowledge of running a Not for Profit. Working with Cheryl is time well spent.
Businesses We Recommend
Ray Donnelly is a dynamic professional who has clearly mastered the art of Long Term Care, Financial, Estate, Insurance and Business Succession planning. I highly recommend Ray and Advisors Resource Group, Ltd. and look forward to working together and referring him to my clients. Cheryl D. M. Vanek CEO Vanek Trust
Elliot has worked with my family and is very knowledgeable, professional and well regarded.
Michael Breitman is a extremely well season and talented executive. I highly recommend his services.
Uncluttered Domain's CEO, Debbie Ginsberg, is a dynamic leader who is passionate about what she does, genuinely carea about her clients and their families and strives to execute with precision and ease. I highly recommend.
Highly RecommendedBy 5+ Local Business Owners!
N Woodmere, NY 11581