Trust Administration
The trust professionals at Lydian help affluent families meet the extraordinary challenges of preparing future generations for the responsibility of managing and growing inherited wealth by integrating investment, tax, insurance and philanthropic components of a cohesive plan.

Many of our clients turn to trusts as an effective vehicle for the continuity of asset management in the event of death or incapacity; often avoiding the expense and publicity of guardianships. And while surviving the death of an elder is often difficult on family members, the skillful use of trusts can provide a great source of comfort and security.

Lydian’s trust professionals work with you, your family and your legal advisors to identify the right planning vehicle for you. You need not be concerned about conflicts of interest found in other financial institutions using “in house” asset managers and proprietary mutual funds. Lydian employs an open architecture where unaffiliated “best of breed” managers are selected solely upon the basis of fit and performance.

Estate Settlement
The responsibilities of an executor are often complex and time consuming, forcing important decisions at a time of stress and uncertainty. Increasingly, families are turning to the trust professionals at Lydian for estate administration. Lydian can serve as executor or personal representative of your estate and act to coordinate the smooth and timely transfer of assets to your beneficiaries. Our staff is experienced in the many decisions that must be made to maximize tax deductions and discounts to minimize costs and protect assets.

Our trust and estate services include:

Identification and valuation of assets, including rare or unique assets
Disposition or transfer of business interests or intellectual properties
Post mortem tax planning and tax minimization strategies
Review and filing of estate tax return
Acting as family liaison between probate courts, lawyers, accountants and other advisors
Distribution of estate pursuant to client’s Last Will and Testament