Clearstead Trust

Investing with Purpose

Clearstead Trust’s investment approach is grounded in collaboration with our parent company, Clearstead Advisors, whose independent research platform provide the foundation for portfolio construction. We lean on their deep expertise and strategic insight to deliver thoughtful, globally diversified asset allocations for our clients. In addition, many clients value the opportunity to work with our Portland-based investment team, which manages a large-cap U.S. equity strategy. This locally managed strategy integrates seamlessly with clients’ broader portfolios and reflects our ability to deliver personalized investment management alongside national resources. The result is an investment experience that blends rigorous research, local expertise, and long-term alignment.

Planning for Peace of Mind

We begin by listening carefully—to your priorities, concerns, and long-term vision. Then we develop a flexible financial plan that evolves with your life, helping you stay on course as goals shift and new opportunities arise.

Our estate planning process is similarly proactive and values-based. Whether it’s structuring a family trust, advancing philanthropic goals, or preparing for business succession, we collaborate closely with your legal team to ensure your intentions are clearly reflected in your documents and outcomes.

Corporate Trustee Services

We bring clarity and professionalism to every aspect of trust administration. As a corporate trustee, Clearstead Trust delivers impartial oversight, thoughtful decision-making, and consistent communication—balancing responsibilities across generations with care.

From simple revocable trusts to complex, multi-entity structures, we are equipped to serve as a reliable steward of your legacy. Our team remains responsive, transparent, and grounded in fiduciary best practices.

Tax Planning & Preparation Services

At Clearstead Trust, we’ve integrated tax planning and preparation into the core of our offering. Our in-house professionals manage trust and personal tax returns while identifying opportunities to reduce risk, increase efficiency, and enhance long-term outcomes.

This integrated approach supports both day-to-day needs and forward-looking strategies, ensuring that tax planning is a natural extension of your overall wealth plan.

Family Office Support

Our family office clients rely on Clearstead Trust to coordinate and simplify the many moving parts of their financial lives. We provide day-to-day oversight, pay bills, collaborate with outside professionals including attorneys and investment partners, and bring everything together through consolidated reporting available via our parent company.

This holistic view enables informed decision-making and strengthens communication across generations. In partnership with Clearstead Advisors, we offer institutional-quality investment insights, tax expertise, and philanthropic planning—all tailored to your unique needs.