Matt Robinson <br />Trust Officer
Matt Robinson
Trust Officer

We act as a member of a client’s team of professional advisors working towards a singular goal.

Trust Advisory Services

Our objective is to provide professionalism in the management of your family’s wealth for generations to come.  As an independent wealth management company with national trust powers, Legg Mason Investment Counsel has the authority to serve as trustee or co-trustee for individuals and families throughout the United States.   In addition, we may serve as agent for an individual trustee and provide comprehensive trust administrative services.

Comprehensive Trust and Estate Services

At Legg Mason Investment Counsel we manage your family’s wealth by employing disciplined, structured planning and oversight with a team-oriented approach. Our elite advisors are experienced and knowledgeable.  They work closely with your other professional advisors in an effort to help you meet your objectives.

Our comprehensive trust advisory services:

  • Strategic advice on all aspects of creating and implementing trusts
  • Trust administration - For trusts of all types, services include:
    • fiduciary accounting
    • executing discretion on behalf of beneficiaries
    • preparation and filing of fiduciary tax returns
  • Custody of assets - The technology and personal assistance to ensure safekeeping of your assets
  • Investment management - Comprehensive investment advice for trust accounts
  • Estate settlement - Trusted guidance—serving as executor, personal representative, or agent—to ensure your investment and estate plans are carried out according to your wishes
Locations
Locations
Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(888) 770-LMIC

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732

What We're Thinking

3Q14 Investment Review & Outlook

After rising in tandem in the second quarter, the returns of different asset classes diverged in the third. »