The Caritas Group
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The Caritas Group is an association of professional
private trustees and executors / personal representatives

In collaboration with the family’s team of professional advisors, The Caritas Group seeks to deliver scripturally guided counsel and trusted oversight of the family estate and its human capital in order to build multiple generations of Christ followers and thoughtful stewards of His gracious gifts. The Caritas Group approach allows clients and their families to maintain deep, longstanding relationships with their trusted professional advisors through the generations while maintaining a spiritually healthy view of the family wealth.
(Mathew 6:24) Read More >
 
  • Christ Centered - "Love the Lord your God with all your heart and with all your soul and with all your mind. This is the first and greatest commandment."  Matthew 22:37-38
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  • Family Focused - "This is my commandment, that you love one another as I have loved you." John 15:12
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  • Lasting Legacy - "The Lord knows the days of the blameless, and their heritage will remain forever . . ." Psalm 37:18
  
  • Convenient - We undertake the extraordinary responsibility of overseeing the legal, financial and tax affairs of your family's estate so that you can have the time and freedom to focus on the things that matter most in life.
  • Personal - Understanding the needs of every family are different, we tailor our trustee and executor / personal representative services to address your unique requirements.
  • Collaborative - Our open architecture approach allows for the continued involvement of those professional advisors who have earned your family's trust and respect.
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