Estates are collapsing, assets are slipping through the cracks, and families are losing everything they work for. It doesn’t have to be this way. Traditional trustees—whether they’re friends, family members, or banks—are underprepared, ill-equipped, or simply not built for the job, but Astra Fiduciary Services (AFS) is.
of trustees/executors feel overwhelmed, burdened or annoyed.
2024 Bank of America Private Bank Study of Wealthy Americans
We are independent and move fast, AFS acts in everyone’s best interest to fulfill the wishes of the family, and stands to elevate your role— not compete with it.
As experienced Trustees, AFS offers flexibility, simplicity, and expertise without charging the typical hefty fees. Our unique approach has a proven track record of success.
Our young, forward-thinking team is stepping up to fix the difficulties of dealing with the typical bank trustees.
Built by Financial Advisors, AFS is your friendly corporate trustee solution. As licensed financial professionals, we know what is at stake and how to deliver.
Don’t gamble with a family’s future wealth. At AFS, we work FOR the family to protect their assets according to their wishes without headaches.
We’re here to make CPAs, Estate Attorneys, and Financial Advisors look good by solving a huge problem families are facing.
With families facing increasing challenges, the need for qualified trustees has never been greater. Families can’t afford to have their legacies mishandled.
With a key exemption scheduled to be sharply cut after 2025, the window to make large gifts to heirs may close soon. Now is the time to review estate plans to ensure that wealth stays in your client’s family.
