Our clients are often referred to us by various professionals who are knowledgeable of Brownlee’s capacity in the area of trust creation. We often work in collaboration with or receive referrals from:

  • accountants
  • financial planners
  • investment managers
  • insurance agents

Once Brownlee determines that a trust is the most beneficial option available to a client, our dedicated practitioners will capably establish a trust that is manageable, efficient, and delivers the expected value. It is Brownlee’s goal to establish trusts only when they can reasonably and effectively serve the interests of our clients.