Trusts & Estates

Planning for your family's future well-being often means making long-range financial decisions today.

As part of Tompkins Financial, we're pleased to offer our clients the best in trust and estate services through Tompkins Financial Advisors. Tompkins has been providing trust, estate, and investment management services for more than a century. Trust assets are managed using our disciplined, objective investment management process.  We maintain the highest standards of fiduciary practices.

Our professional experts can guide you and your family through estate planning issues and offer strategies that can help secure your family's financial future for years to come. Many of our clients are also interested in building a legacy through philanthropy and we offer a number of ways to accomplish that goal with tax advantages.*

Whether you are looking for a trustee, successor trustee, or executor, we are delighted to listen and collaborate pen imagewith you and your other advisors on an appropriate solution. Our collective years of experience and professional training allow us to think creatively and arrive at practical approaches that will bring you peace of mind.  

To learn more, meet Our Local Team  or Request Information

 

Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and TFA Management, Inc. Tompkins Trust Company provides bank trust and asset management services. TFA Management Inc. subsidiary Tompkins Wealth Management, Inc., a Registered Investment Advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through TFA Management Services subsidiary Ensemble Financial Services, Member FINRA, SIPC.

Investments are not FDIC insured, not bank guaranteed, and may lose value.

*Consult your tax advisor