Boutique Fiduciary Services
Family First, Always.
Independent trustee with a specialization in commercial real estate, serving families of significant wealth
An independent trustee is the choice for families who:
Value a trustee who keeps a focused client list and gives full attention to both family and assets.
Expect a fiduciary who works easily with your advisory team and avoids conflicts of interest.
Want a trustee experienced with complex assets who can make thoughtful decisions quickly.
Seek a co-trustee who offers mentorship and support while serving alongside a rising family member.
Prefer a fee structure that is straightforward and transparent.
Barton Thompson
Highly specialized in the management and sale of commercial real estate assets.
Lived through a complex inheritance and helped preserve harmony within my family.
Driven by a clear purpose to serve families with the same care I give my own.
Student of Jay Hughes, guided by the belief that the greatest returns come from investing in family and in ourselves.