Preserving Legacies for Generations
Preserving Legacies for Generations
Why Choose a Professional Trustee?
A professional trustee brings structure, accountability, and continuity to the trust administration process. This clear framework can be especially valuable when family members live far apart, beneficiaries have diverse needs, or the underlying trust assets involve complex or ongoing financial decisions.
Our experts provide strategic oversight of global assets, ensuring your legacy is protected against volatility. We act as a professional bridge between generations, offering stability and expertise in every administrative facet.
Vericade specializes in bespoke fiduciary services designed for high-net-worth families. We navigate the complexities of wealth preservation and estate planning with meticulous attention to detail and a commitment to conservative growth.
Practical Guidence
Securing your family's future through discrete, multi-generational wealth preservation and bespoke fiduciary management.
Professional Coordination
Seamless collaboration with your existing attorneys, accountants, and investment advisors.
Asset & Distribution Support
Strategic fiduciary oversight to safeguard your wealth from unforeseen liabilities, ensuring long-term security for you and your heirs.
Trust Administration & Recordkeeping
Professional and administration services focused on unbiased decision-making and the careful stewardship of trust assets.
The Goal?
Practical guidence that is objective with expert administrative structure designed to help reduce confusion, administrative delays, and family conflict.
Wealth Preservation
We employ conservative, time-tested strategies to safeguard assets across generations, ensuring your family legacy remains intact and secure.
Estate Planning
Our fiduciaries coordinate complex estate structures, minimizing tax exposure while facilitating seamless transitions for high-net-worth heirs.
The Fiduciary Standard
Fiduciary Oversight
As dedicated trustees and professionals, we help manage all facets of your trust with integrity and professional diligence.
Generational Trust
We build lasting relationships based on discretion and loyalty, serving as the steady hand guiding your family wealth through changing markets and generations.
Meet the Team
Chris Lemire
PRINCIPAL, CPA
Chris is a seasoned CPA with more than two decades of experience in public accounting, taxation, fiduciary family office services, and business advisory work. He advises high-net-worth clients on tax strategy, financial planning, estate and asset protection planning, compliance, and complex financial matters, 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, compliance, and
representation before tax authorities, translating complex issues into practical guidance.
Start the Conversation
If you are considering trustee services or need help administering an existing trust, Vericade Trust, Ltd. welcomes the opportunity to discuss your goals and explain how professional support can 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 L12
Akron, Ohio 44333
