Personal Trust Services
Charles Schwab Administrative Trustee Services

Charles Schwab Trust Services provides professional trust administration and fiduciary services, helping individuals and families manage the complexities of serving as trustee and providing continuity across generations. McDonough Capital Management partners with Schwab Trust Services to seamlessly integrate trust administration with personalized investment management and financial planning. Whether supporting a current administrative trustee or transitioning to Schwab as successor trustee, we coordinate closely to ensure continuity, clear communication, and a consistent experience for trustees and beneficiaries.