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| Additional information |
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| Market Street Trust Company |
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Profile:
Market Street manages the complexity of wealth, creating peace of mind.
With Market Street as their trusted financial advisor, our clients enjoy a broad range of integrated wealth management services, including:
Investment Management and Advisory Services
Fiduciary Services
Tax Planning and Tax Compliance
Financial Counseling
Executive Compensation and Retirement Planning
Estate Planning Guidance
Risk Management
Philanthropic Support
Financial Education and Family Initiatives
Investment Management and Advisory Services
Effective long-term wealth management requires coordinated financial, tax and estate planning in combination with an appropriate investment program. Market Street offers many excellent investment opportunities in a variety of different asset classes, including domestic, foreign and private investments. As part of the investment process, Market Street professionals work closely with clients to identify client objectives and appropriate levels of risk that are then translated into an investment plan.
Market Street also advises nine foundations with regard to their asset allocation and investment manager selection.
Market Street delivers all of this while giving you the option of accessing personal account activity information in a protected and confidential environment via Market Street's website.
Fiduciary Services
Market Street has a long history of providing fiduciary services, either as trustee, executor or custodian, and fiduciary services continue to be a primary focus of Market Street's business. Although it has the professional expertise of a corporate fiduciary, Market Street's flexibility and commitment to open communication make it unique.
Tax Planning and Tax Compliance
Market Street prepares individual, fiduciary, charitable and partnership returns and makes estimated tax payments for its clients and the accounts it manages. Each of Market Street's professionals work collaboratively to provide coordinated tax planning advice.
Financial Counseling
Market Street's qualified professionals work together as a team to provide comprehensive financial planning.
Executive Compensation and Retirement Planning
We provide analysis and advice concerning 401(k) rollovers*, IRAs*, social security and Medicare decision-making, pension and early retirement options, SIP/SERP/deferred compensation plans, stock options, and restricted stock.
Estate Planning Guidance
Market Street is committed to establishing highly personalized client relationships and has developed a keen understanding of the needs and concerns of wealthy families. Our team of experienced professionals assists clients in understanding and organizing their often complex financial affairs and provides advice on a wide variety of financial issues. Our professionals also offer assistance with estate planning guidance to assure the transfer and preservation of assets for future genereations in a manner that best meets the needs and desires of the family.
Risk Management
The management of risk through appropriate insurance coverage is an important component of a client’s financial situation. Market Street provides access to property, casualty and liability insurance to our clients through Marsh & McClennan.
Philanthropic Support Services
Market Street provides advice and administrative support to clients who have or wish to start philanthropic endeavors, including family foundations.
Financial Education and Family Initiatives
Families with exceptional wealth often find it difficult to have serious, private discussions about wealth management, personal goals and family values with young adults or members who live far away. Often times the topic is either avoided completely or triggered by an event such as the death of a family member, sale of a business or a substantial distribution. Market Street helps families reconnect with each other by holding family meetings that encourage meaningful discussions about their wealth legacy and communicate family values from generation to generation. Meetings are typically held at a resort to encourage group interaction, promote communication and build family unity in a fun, relaxed atmosphere.
Market Street works closely with families to develop customized, structured meetings that will achieve client defined objectives and create a sense of ownership among members and younger generations. This includes communicating sensitive information about financial goals, inheritance and investment strategies as well as practical information about identity theft and market risk.
At Market Street, families enjoy peace of mind knowing that their financial goals, personal needs and family values will be communicated thoroughly and in full confidence at family meetings. |
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Overview:
In 2009, Market Street celebrated 100 years as a family office. As a private trust company, we offer the permanence and objectivity of a corporate trustee, as well as the flexibility that comes from our personalized approach.
Few decisions demand as much consideration as choosing the best professional expertise to manage your assets, protect your wealth and grow your legacy for generations to come. At Market Street, we provide our client families with the foundation, support and financial security they need to fulfill their personal, financial, business and philanthropic aspirations.
Market Street's mission is to simplify the complexity of wealth ownership and to preserve the purchasing power of wealth over multiple generations by providing exceptional integrated wealth management services.
Our values are Integrity, Excellence and Continuous Improvement.
Integrity - Honesty, objectivity, candor and ethical conduct characterize all relationships, both inside and outside of Market Street. Ensuring the confidentiality of each client is our highest priority.
Excellence - Market Street is dedicated to creating innovative, quality solutions to client needs and to consistently exceeding expectations of our clients.
Continuous Improvement - Market Street is a dynamic organization which encourages corporate and personal growth and embraces change as an important part of proactively addressing client needs. |
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