Clearstead Trust is a boutique trust company based in Portland, Maine, offering comprehensive trust services, wealth planning, and investment management to individuals, families, and foundations. With a team of experienced professionals, Clearstead Trust aims to preserve and enhance clients' wealth over time, providing clear and practical solutions to manage the complexity of their financial situations. As a state-chartered trust company, Clearstead Trust has the authority to coordinate investment, tax, and legal issues associated with trust instruments, serving as a corporate trustee or co-trustee over multiple generations. Their expertise in wealth planning allows them to work closely with attorneys, accountants, and other trustees to address investment objectives, tax-efficient gifting, family governance, and generational wealth transfer. With a focus on reliable investment management, Clearstead Trust designs portfolios tailored to individual needs, drawing on the extensive resources of their parent company, Clearstead Advisors, to access high-quality public and private asset managers.Generated from the website

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