As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own. As family leaders and members of any estate - with any level of assets - you need a top-notch professional team to stay on top of issues that either recur or appear over time.

For multiple generations of family members and for individuals as well, we incorporate everything from safe market ingredients to specialized trusts to long-range tax-reduction strategies for beneficiaries, to provide an estate plan that works in harmony with your financial goals.



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FRA Trust Advisors

Joe Roosevans

Timothy M.j. Dew

Mark Rowland

Trisha Young

Joe Mcward

The Trust Management Team at FRA Trust Advisors specializes in overseeing and administering specialized trusts, ensuring seamless integration with long-term financial goals. They coordinate with clients to implement safe market practices, tax-reduction strategies, and meticulous estate planning to preserve and grow family wealth across multiple generations.

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Team members

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Client Services

Leadership Team

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Trust Management Team

About

Team members

Other teams at FRA Trust Advisors

Client Services

Leadership Team

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