01 — Trust services
Trustee & fiduciary
We act as independent trustee for revocable, irrevocable, and dynasty trusts — administering distributions, taxes, and reporting with quiet consistency.
Graspre is a private trust and advisory firm for families, founders, and stewards of long-horizon capital. We plan, hold, and steward — without rushing the calendar or chasing the quarter.
We don't chase fashion. We build plans you can hand a grandchild, with governance that survives life events, market cycles, and the occasional change of heart.
No proprietary funds. No referral kickbacks. We earn one fee and one fee only, disclosed in writing on day one.
Every household has a named principal advisor and a named successor. You will never meet a queue or a chatbot when something matters.
We act as independent trustee for revocable, irrevocable, and dynasty trusts — administering distributions, taxes, and reporting with quiet consistency.
Estate, gifting, charitable, and liquidity planning that's coordinated with your attorney and CPA — not pitched around them.
Open-architecture portfolios benchmarked to your goals, not to a peer group. Quarterly reviews, plain-English reporting, no jargon tax.
One quarterly statement across every account, entity, and asset class. Bill pay, document vaulting, and successor onboarding included.
Most of our clients have been with us a decade or longer. We earn that by making the first twelve months unusually clear.
We meet your family — including the next generation — before we ever mention strategy.
We map every entity, account, beneficiary, and obligation. You receive a written brief.
Your plan is drafted in coordination with your existing legal and tax counsel — never around them.
Quarterly reviews, annual family meeting, and a written letter from your principal advisor — every year, without fail.
"They were the only firm that asked about our children before our portfolio. Eight years in, that still tells you everything."
"After the sale of our company, Graspre handled the chaos with a calm I didn't know was possible. No upsell, no urgency, just craft."
Most introductions take less than an hour. There is no pitch — just two people getting to know whether we're a fit for each other.
Request an introduction →