Altavista offers a full range of fiduciary and administrative services. Altavista Trust Company, operating under a national bank charter, allows us to establish fiduciary relationships where state and local laws are most favorable to our clients. Our Trust Company’s correspondent relationship with Northern Trust, one of the world’s leading custodial and trust banks, provides us with the finest back-office and accounting systems available.
Our principals and managers have extensive experience in the administration of trusts and estates. When we assume investment responsibility for the trusts under our administration we develop a customized investment plan, in accordance with the terms of the trust and the needs and wishes of the beneficiaries. These services are delivered in concert with the client’s legal, tax and other advisors. These services include: