Alvarez & Marsal Private Wealth Partners and A&M Inc. have launched Alvarez & Marsal Trust Company, a fiduciary platform designed to deliver trustee and estate services for individuals, families, family offices and foundations.
Headquartered in Wilmington, Delaware, A&M Trust will offer professional trustee and estate settlement services alongside philanthropic advisory and administration, family business and real estate advisory, and private trust company support.
“A&M Trust is an extension of our firm’s fiduciary heritage and culture of helping our clients navigate sophisticated issues,” said Tony Alvarez II, co-founder of Alvarez & Marsal. “We are building a modern fiduciary platform where we can serve as an independent and objective advisor, execute with expertise, and serve as a trusted partner for our clients across generations.”
Jonathan Fitzgerald, co-founder of Alvarez & Marsal Private Wealth Partners and head of wealth planning, said the trust platform will integrate directly with the firm’s broader planning capabilities.
“Launching our fiduciary platform reflects our view that a comprehensive fiduciary offering should complement wealth planning services,” Fitzgerald said. “By integrating our fiduciary team with our wealth planning process, we can help clients implement plans with coordinated support across trusts, estates, and other key assets.”
The firm named Elizabeth “Beth” King president of A&M Trust. She brings nearly two decades of experience in fiduciary governance and estate planning, including leadership roles at Brown Brothers Harriman and J.P. Morgan’s Delaware Trust Company.
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