Mission Management & Trust Co. offers extraordinary trust and investment services to both Arizona and national clientele, and has been recognized for exceptional performance and service to clients through personalized, custom-tailored approaches to trust services. Established in 1994, Mission is licensed, regulated, and examined by the State of Arizona Department of Financial Institutions.
As a corporate trustee, Mission combines a best interest focus with a team approach to ensure the successful administration of a special needs trust. Mission periodically reviews the beneficiary’s best interests through annual special needs assessments. In addition to Mission’s team of experts, who specialize in the intricacies of trust administration and investment management, Mission collaboratively partners with the beneficiary’s family, agents under powers of attorney, personal attorney, established professional advisors, and industry specialists to effectively manage the trust’s assets and serve the beneficiary.
Tell us about your special needs issue and we will put you in touch with Cynthia Wahlin J.D.