Supporting Legacies for Generations
Supporting Legacies for Generations
Why Use Professional Admin Help?
Expert education and administration brings structure, accountability, and continuity to the trust process. This clear framework aids your chosen trustee when family members live far apart, beneficiaries have diverse needs, or the underlying trust assets involve complex or ongoing financial decisions.
Our experts provide education and strategic support for global assets, ensuring your legacy is protected against volatility. We act as an educator and professional bridge for your trustee, offering stability and expertise in every facet for a family.
Vericade specializes in bespoke administration support designed for high-net-worth families. We help you navigate the complexities of wealth preservation and planning for your trustee with meticulous attention to detail.
Strategic Support
Securing your family's future through discrete, multi-generational wealth preservation and bespoke education and administrative support.
Operational Coordination
Seamless collaboration with your established attorneys, accountants, and investment advisors.
Family and Trustee Education
Strategic education and support to educate each role the structure, the roles, and the calendar to help safeguard your wealth.
Trust Data & Recordkeeping Services
Professional support services focused on efficient reporting and the careful stewardship of trust assets.
Our Focus
Practical support that is objective with an expert structure designed to help reduce confusion, delays, and family conflict.
Legacy Maintenance
We teach conservative, time-tested strategies to support asset safety across generations, ensuring your family legacy remains secure.
Estate Support
Our team can help coordinate complex estate professionals and structures to help minimize tax exposure while helping your trustee facilitate seamless wealth transitions.
Administrative Ethics
Management Support
As dedicated administrative professionals, we help manage all facets of your trust with integrity and professional diligence.
Lasting Partnership
We build lasting relationships based on discretion and loyalty, serving as the steady hand assisting your family wealth through changing markets.
Team Members
Chris Lemire
PRINCIPAL, CPA
Chris is a seasoned CPA with more than two decades of experience in public accounting, taxation, administrative family office services, and business advisory work. He advises high-net-worth clients on tax strategy and estate protection, while coordinating with each client’s legal, tax, financial, and advisory professionals.
Amy Bobonik
PRINCIPAL, ATTORNEY & CPA
Amy brings a multidisciplinary background in law, taxation, accounting, and client advisory services. As both an attorney and Certified Public Accountant, she helps individuals, families, and businesses with tax planning, business formation, estate planning, probate, and compliance, providing administrative coordination to ensure every goal is reached.
Connect with Our Team
If you are considering how to best support your chosen trustee or need help administering an existing trust, Vericade Trust, Ltd. offers professional support to help protect your wishes and simplify the process for your loved ones.
Contact us at:
234-280-0050
info@vericadetrust.com
308 N Cleveland Massillon Rd Ste L3
Akron, Ohio 44333
