We work with our clients to plan for all major live events, whether that be planning for retirement, selling a business, planning for future generations. Our full spectrum of services and close partnership allows us to help you meet your goals and enjoy the retirement you have worked so hard toward.
Many families face frustration when a bank or investment firm is appointed as the corporate trustee, leaving beneficiaries without communication, transparency, or a voice. AFS was created to give families the representation they deserve, acting solely in their best interest.