Ashurst Perkins Coie Trust Company, together with estate planning lawyers of Ashurst Perkins Coie LLP provide a comprehensive suite of planning services for individuals including business owners, corporate executives, professionals and investors as well as private foundations and endowment funds. Ashurst Perkins Coie Trust Company, headquartered in Washington State, offers its financial planning services on a national scale.
Of investors are very confident in managing money and investments
Source: Household Financial Planning Survey, Certified Finacial Planning Board
A financial plan can be comprehensive or narrow in nature. It is a guide to help investors accomplish financial goals…
Financial planning is a lifelong process. Whether your goal is to accumulate assets or to preserve them, plan for college payments or retirement, or create an orderly transfer of wealth to your heirs, Ashurst Perkins Coie Trust Company offers the financial planning expertise to help you achieve it. Our team is uniquely positioned to provide you with planning insights and solid financial guidance.
In compliance with the practice standards adopted by the Certified Financial Planning Board, we begin by meeting with you to understand your life goals. We then review and evaluate current and anticipated resources, develop an understanding of your tolerance and capacity for risk and create a detailed, personal financial plan tailored to your needs and challenges.
Financial planning is an integral part of life planning for our clients. We take a comprehensive view of each client’s needs, including:
Once we have completed your financial plan, you may elect to have us help you implement your plan, setting goals, establishing investment policy, constructing your portfolio, monitoring performance and making adjustments as appropriate to help you attain your goals.
Additionally, when appropriate, our financial planning team will coordinate with you and the estate planning and tax lawyers of Ashurst Perkins Coie LLP to design estate plans and charitable gifting strategies that are customized to meet your objectives.
The investment process at Ashurst Perkins Coie Trust Company is always client driven. We meet routinely with clients to ensure that we incorporate changing life cycle needs into our investment strategies.
Client Goals and Needs
Client Investment Objective and Strategy
Asset Allocation Strategy
and Monitor Investment Portfolio
and Reassess Client Needs
Effective estate planning allows our clients to maximize the wealth they will ultimately transfer as well as minimize taxes. Our lawyers in the Trust & Estate Planning Group help our clients achieve these goals by strategic use of trusts, gifts and other wealth transfer solutions. We also provide assistance regarding the appointment of executors or trustees to manage the implementation of these plans. These services are available to domestic as well as non-resident individuals.
Tax planning is integral to maximizing wealth. We coordinate tax considerations to include business entities and investment strategies for the present as well as the future. We can assist clients with the organization and preparation of tax returns as well as the payment of estimated taxes.
Planned giving techniques and charitable trusts not only provide support to our clients’ preferred charities but also deliver financial and estate planning benefits by minimizing taxes and transferring wealth. These strategies may range from providing simple lifetime gifts, charitable lead or remainder trusts or bequests to establishing private foundations that will involve family members for generations to come and leave an enduring legacy.
Our Charitable Giving Practice in the Trust & Estate Planning group combines the experience of our estate planning and tax attorneys to provide guidance in establishing a tailored philanthropic strategy that serves each client’s charitable mission.
CFP Board research found that Americans who work with CFP® professionals report stronger financial confidence and preparedness. In a 2026 longitudinal study, 94% of households advised by CFP® professionals said they felt confident in their ability to achieve financial goals.
Source: Household Financial Planning Survey, Certified Financial Planning Board
A financial plan can be comprehensive or narrow in nature. It is a guide to help investors accomplish financial goals…
