Iman M’Hamedi

/My focus

In my role as a Trust Advisor, I work closely with trustees, responsible attorneys, investment professionals, and tax specialists to support thoughtful and informed decision-making. I oversee a diverse portfolio of trust, estate, retirement, and investment management accounts and ensure that each account is administered in accordance with its governing documents, applicable laws, and fiduciary standards.

I collaborate directly with clients and financial institutions to facilitate the funding of trusts, retirement accounts, ILITs, and estates. I evaluate and monitor assets, conduct initial and ongoing account reviews, and coordinate complex fiduciary processes with accuracy and care. My prior years of hands-on estate settlement experience allowed me to proactively address client needs, anticipate challenges, and navigate sensitive matters with discretion.

I take great pride in serving as a mentor and resource to my team, fostering a supportive and accountable work environment that prioritizes excellence, integrity, and clear communication.

/Looking ahead

I look forward to continuing to enhance the client experience by providing thoughtful guidance and trusted support in every aspect of fiduciary and wealth management services.