McKean&McMills, LP is a multi-family office and private trustee, servicing high-value family trusts, and institutional/ERISA clients as licensed fiduciaries. As a private trustee, McKean & McMills, LP exercises full investment discretion for portfolios and is legally mandated by trust law to invest client funds and manage client assets (real estate, alternative assets, liquid) using a low-correlation, total return methodology.

Responsibilities Profile: As a fiduciary, McKean&McMills, LP provides investment policy, strategy, and tactical portfolio/asset management services to its clients. This may also include forensic research, auditing, and valuation services. McKean&McMills serves as Trustee or Successor Trustee for its clients’ trusts and (decedent) estates, managing all assets held within: alternatives, real estate/raw land, collectibles, oil/mineral rights, and liquid assets. All related tax, legal, and financial facets of its estate and trust clients are managed by McKean&McMills, LP, as Trustee.