Our Team
We are pleased to connect with you in‑person, by phone, by email or 24/7 on our website. We look forward to learning how we can help you.
Leadership
Tom Williams
Managing Director & Lead Trust Advisor
Tom oversees the firm’s strategic direction and fiduciary operations, bringing extensive experience in estate structuring, wealth preservation, and long-term trust administration for high-net-worth families and institutions.
Eva Wilson
Head of Estate Planning
Eva specializes in estate planning and succession strategies, helping clients structure assets, minimize future disputes, and create secure generational wealth transfer frameworks.
Rebecca Aniston
Senior Trust Administrator
Rebecca manages trust operations and beneficiary coordination, ensuring every trust structure is administered with accuracy, transparency, and regulatory compliance.
Lawyers
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