Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with more than $4.5 billion in assets for trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas:Trust and Estate Services• Trust Administration• Estate Settlement• Estate Plan Consulting• Directed Trustee• Real Estate AdministrationFamily Office Services• Wealth Design• Financial Planning• Tax Planning• Philanthropic Giving• Next Generation Education and Mentoring• Lifestyle ManagementInvestment Advisory Services• Asset Allocation• Portfolio Management• Third-party Manager Evaluation and Selection• Account Aggregation and Consolidated Reporting• Private Equity Due Diligence