Leadership Team

While well-drafted documents, governing law and management structure are key components of a successful multi-generational wealth plan, nothing is more important to the long term success of a family trust than the team of professionals working on your behalf. Concord Trust Company, part of IQ-EQ has a team of professionals who provide you with first hand, in-depth expertise in the broad range of interjurisdictional, administrative trustee services. This is our leadership team that works together with you and your trusted advisors to provide unmatched service levels and proven directed trustee solutions.