Professional Trustee

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Professional Trustee Services

Managing significant assets, administering a trust, or navigating complex financial circumstances often requires more than a family member or general attorney can provide. It requires an independent fiduciary — someone with the technical expertise, professional accountability, and personal discretion to act solely in your best interest.

Adelphi Financial offers professional trustee services through Davon Garvey, a credentialed member of the Independent Trustee Alliance — an organization dedicated to the highest standards of independent fiduciary practice.

Our experience in this area includes:

  • Serving as trustee for clients receiving substantial financial settlements, overseeing tax planning, cash-flow structuring, and coordination with legal counsel
  • Acting as Financial Power of Attorney for individuals without surviving family members, managing all aspects of financial administration, tax compliance, and asset oversight
  • Coordinating complex estate administration matters across multiple states, including fiduciary income tax filings, inheritance tax determinations, and distributions to beneficiaries

If you or someone you care for requires an independent, professional trustee, we invite you to contact us to discuss how we can help.

What makes us different is that our trustee's work has deep roots in tax and estate planning from the ground up. We're focused on minimizing unnecessary tax burdens, structuring distributions in a tax efficient way, and making sure everything we do supports the bigger picture, your long-term legacy goals.