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1-18-2020 CEPC 2020 Member Directory

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When you refer your clients to Plante Moran Trust, you

can be confident they will receive the highest level of

service and our expertise in assisting in achieving their

goals, protecting their assets, and preserving their legacy.

· Trustee

· Agent for trustee

· Estate settlement

· Family office services

· Foundation & charitable

trust administration

We’re a chartered trust company specializing

in all areas of trust and estate administration.

Jonathan Grossman, J.D., L.L.M., CTFA ® | Trust Officer

jonathan.grossman@plantemoran.com | 312-602-3632

plantemoran.com/wealthmanagement

Plante Moran Trust

10 S. Riverside Plaza, 9th Floor | Chicago, IL 60606

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