Astra Fiduciary Services (AFS) was founded by a team of Financial Advisors to address the shortcomings in the corporate trustee industry. Many families face frustration when a bank or investment firm is appointed as the corporate trustee, leaving beneficiaries without communication, transparency, or a voice. AFS was created to give families the representation they deserve, acting solely in their best interest.
We offer personalized and comprehensive trustee and executor services and are committed to serving your family with integrity and always acting in your best interest.
Unlike traditional corporate trustees, AFS will not manage or invest your family’s trust assets. We believe the conflict of interest in appointing a financial advisor as both trustee and advisor is a major problem in the industry. Instead, AFS ensures your trust is administered correctly by overseeing your financial advisor, accountant, and estate planner with regular audits. As Corporate Trustee, AFS also serves as your proxy to guarantee clear communication, transparency, and consistent reporting.
Experience our unique approach to trust services, where you receive the personal attention of a family member combined with the professional expertise of a corporate trustee.
We provide an independent, unbiased trust solution, ensuring decisions are made solely in your best interest—free from outside influence.
Our team brings decades of financial industry experience to you. Our unique approach has a proven track record of success.
AFS is your friendly corporate
trustee solution. As licensed financial professionals, we know what is at stake and how to deliver.
We serve individuals and families who need a reliable, independent corporate trustee to manage and protect their wealth across generations. Our team works closely with beneficiaries, advisors, and estate planners to ensure trusts are administered according to your wishes with transparency and care.
The current way is not working. But it doesn’t have to stay that way. We’re here to fix it, and we want to work with you to ensure your family’s legacy is protected, managed, and honored.
Let’s have a conversation about how Astra Fiduciary Services can fill the role of a trustee.
