Agawam Trust and Management
OUR STRATEGY
To utilize our collective experience and knowledge of trusts to assist in the creation and preservation of wealth for clients and their families through prudent decision-making.
To leverage our family office roots, providing personal, customized planning to meet your individual needs.
To foster an environment of partnership with our clients, working to help them manage the many complexities of their trusts.
Plan today for you and your family.
IMPLEMENTATION
Agawam provides customized, client-focused trust services with a multi-generational viewpoint. We collaborate with clients in order to better perceive
their needs and goals, providing insightful analysis of their personal financial affairs.
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Our experience as trustees, grantors and beneficiaries gives us a unique ability to understand trust relations from multiple perspectives, and to recognize the importance of confidentiality, objectivity and impartiality.
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We offer our clients supportive relation- ships, professional expertise, and multi-generational administration and security of trust assets.
