Caring for Those Who Matter Most

Haverford seeks to relieve families of the burden of administering an estate or trust while communicating clearly and sensitively with each member. We consider ourselves part of your team and work closely with your attorneys, CPAs, financial planners and healthcare providers to achieve the goals you set. We facilitate family members’ interaction with these advisers so as to encourage cooperation and make possible a quick resolution of outstanding issues. Whether we function as executor, trustee or in some other role, our highest priorities are confidentiality, objectivity, responsiveness — and protecting the value of the estate or trust. One management fee covers both trust administration and investment management. Haverford hasn’t raised its fees in the history of the firm and provides personalized service, uniquely suited for relationships of $1 million or more.