Chambers Review
Provided by Chambers
Trust Companies - Oregon
What the Team is Known For
Independent fiduciary Allen Trust Company assists wealthy clients with financial plans, tax matters and investments, as well as with trust administration.
Strengths
We use Allen Trust Company a lot. They provide high-touch service, which is what clients really want. They have a solid reputation and people trust them.
Allen Trust Company is a strong local firm with a strong level of expertise. They can be a bit more flexible than big national banks, so they're very easy to work with. They are great.
Notable practitioners
Stuart Allen is the founder and CEO of Allen Trust Company. Allen combines his background as a CTFA and attorney to advise high net worth clients on trust administration.
Stuart Allen gives good client service: he works well with you and the client. He's also very involved in the estate planning community.