NEWS  | CAREERS  |  LOCATIONS  |  CONTACT US
Ellis Management Services Image of two people sitting and holding hands
Personal & Collaborative Advisement
Wealth Management and Investment Advisor Services
portfolio Management Services
Trust & Estate Admin
Retirement Planning
Family Financial Services
Tax Planning
Our People

Muskegon Location
221 West Webster Ave.,
Suite 400
Muskegon, MI 49440
Phone: 231.728.2406
Fax: 231.728.0177

Grand Rapids Location
161 Ottawa Ave. NW,
Suite 200-G
Grand Rapids, MI 49503
Phone: 616.742.0557
Fax: 616.988.4744
 
 
Do You Need a Trust? Click HERE for 10 Questions to ask yourself.
What is a Trustee? A Trustee is like a family CFO.

Trustee Criteria

  • Willingness to act
  • Experience
  • Objective
  • Protect assets
  • Discretion
  • Carry out intentions
    of Grantor/Settlor
Trust & Estate Administration
  • Provides trust and estate administration support for individual fiduciaries
  • Maintain good working relationships with your choice of estate planning attorney and accountant
  • Invest trust portfolios for individual fiduciaries
  • Identify strategies to reduce potential estate taxes and preserve your wealth
  • Communicate frequently with the family to keep them informed
  • Enhance the family decision making process
  • Follow-up on inquiries and transactions
  • Get answers to legal and tax questions
Independent Trustee vs. Family or Friends
Choosing the right trustee is important. Some people choose to name a spouse, child or a friend as a trustee, but there are risks with doing this. During times of emotional turmoil, family members or friends may not be able to serve effectively....click HERE for more.
 
© 2010 Ellis Capital Management | All rights reserved. The information provided on this site is not intended as either a solicitation
of any particular prospective client, nor is it intended as legal advice. Please see our disclaimer for more information.
Website by Fineline Creative