Continuity of Care
Your team today. Your team tomorrow.
Good advice shouldn't depend on any one person being available. At Michi Trust Managers, every client relationship is built around a team and documented plans, so the guidance you count on keeps going — through retirements, promotions and whatever comes next for your family.
Too many client relationships live in one advisor's head. If that person moves on, retires, or is simply out for the week, the client is left starting over. We built our model to close that gap: a documented plan, a team who knows it, and a firm that's been passing relationships forward for generations.
How we keep your plan on track
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More than one person knows your plan
Every client is served by a small group — a trust officer, a wealth advisor and a service coordinator — so questions get answered whether or not your primary contact is at their desk.
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Your goals, written down and revisited
We document the plan we build together and review it on a regular cadence, so it reflects your life as it changes rather than the assumptions we started with.
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Succession we plan for, not scramble to manage
When a team member's role changes, transitions are planned well in advance and introduced to you directly, so there's never a gap in who's watching your accounts.
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A firm built to outlast any one career
Our independent ownership means the firm itself isn't going anywhere — client relationships are treated as an institutional responsibility, not one advisor's book of business.
What continuity of care actually looks like.
In Practice
Continuity isn't a promise we make once — it's a set of habits we practice with every client relationship, every year.
- A trust officer, a wealth advisor and a service coordinator each know your situation directly.
- Any team member can answer routine questions without you having to wait for one specific person.
- Specialists across the firm — tax, estate, retirement plan — are looped in whenever your situation calls for it.
- When a team member is preparing to retire or change roles, we build in an overlap period with your new contact.
- You're introduced to incoming team members well before a handoff happens, not after.
- Nothing about your plan is re-explained from scratch — the new team member already has the full history.
- We help families introduce the next generation to their advisors well before a transition of wealth actually happens.
- Trust and estate structures are reviewed regularly so they still reflect the family's current goals.
- We coordinate directly with your attorney and accountant to keep everyone working from the same plan.
- We've stayed independently owned, which means no outside sale or merger can disrupt how your relationship is served.
- We invest deliberately in retaining experienced team members, rather than relying on constant turnover.
- Client records and plans live in shared systems the whole team can access — never in one person's private notes.
About Michi Trust Managers
Michi Trust Managers, N.A. is a nationally chartered trust bank, wholly owned by Michi Financial Holding Company. Michi Financial Holding Company is also the sole owner of Michi Trust Managers Delaware, a Delaware limited-purpose trust company. Both entities provide fiduciary and non-fiduciary services, including trustee, custodial, agency and investment management services, along with personal trust, retirement plan and family office services.
Michi Financial Holding Company and its subsidiaries do not provide legal, tax or accounting advice. Please consult your own advisors to determine how this information applies to your situation.