It’s so gratifying when we receive complimentary feedback from clients. Recently, I met with a couple who wrote, “We are so grateful for our meeting with you. You went into great depth in the areas that are important to us. You obviously have a tremendous grasp of our situation and the way in which Pennsylvania Trust can be integrated into our goals. It’s very helpful to know that that’s the kind of support we’re receiving.
As we gain the trust of someone who decides to work with Pennsylvania Trust, it’s extremely important that we get to know one another, meet family members, find out what’s most important to the client, and employ our best thinking to ensure the client’s goals are addressed. When a client relationship leads to a compliment such as the one above, we know we are doing our job. Although our roots are grounded in serving as a very capable investment manager and a highly experienced fiduciary, there is much more that makes us the wealth manager we are. This includes the close relationships we have with our clients who reside throughout the U.S. and abroad and the ability to advise individuals on all types of family matters and wealth management issues. With a wide array of experience and depth in wealth planning, investing, tax solutions, philanthropy, special needs trusts and guardianships, financial planning, estate planning, and retirement living, our highly experienced colleagues have extensive knowledge and talent to offer, and we are dedicated to providing this expertise to our clients.
It’s extremely important that we get to know one another, meet family members, find out what’s most important to the client…
Our colleagues are often asked to share their professional knowledge with various audiences, and recently our Chief Fiduciary Officer and General Counsel Leslie Gillin Bohner participated in two panels: one hosted by the law firm Archer & Greiner, P.C. on estate litigation, and another addressing Transitions In Care and challenges faced by families caring for aging loved ones.
As CEO, it’s important for me to remain involved in client relationships; I value the opportunity to be a trusted advisor to my clients. In that regard, please don’t hesitate to call or email me, or your relationship team, with any thoughts or concerns. It is our privilege to serve you.
Mr. McFarland is President and Chief Executive Officer of Pennsylvania Trust.
Disclosure: This Commentary represents a review of topics of possible interest to Pennsylvania Trust’s clients and is not personalized investment advice. It contains Pennsylvania Trust’s opinions, which may change following the date of publication. Information obtained from third-party sources is assumed to be reliable but is not guaranteed. No outcome – including performance – is guaranteed, due to various uncertainties and risks. This document is not a recommendation of any particular investment. Investment decisions for clients are made on an individualized basis and may be different from what is expressed here. Past performance is no guarantee of future results.