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THE FORGE COMPANIES BLOG

Advocacy Trust Expands to New York

Offering Top-Tier Trust Services

Advocacy Trust LLC is pleased to announce the opening of its full-service Trust Office in New York, led by Sinead Fitzsimons, Senior Trust Manager, located at 529 Fifth Avenue, New York, NY. 


Kate Maloney, Chief Fiduciary Officer, expressed her enthusiasm about the expansion of top-tier trust services in New York. "We are thrilled to expand our top-quality trust services in New York and to have this effort led by Sinead Fitzsimons, a veteran in the special needs trust arena."


With over 25 years of expertise in trust administration, Sinead specializes in aiding individuals with special needs and guiding their families through the intricacies of Supplemental Needs Trusts. Sinead will collaborate with Trust Officer, Hilda Cabrera, supported by our team of professionals, collectively bringing decades of experience in managing intricate trust affairs.


Established with the mission to deliver exceptional trust services to individuals and families affected by significant loss or adversity, Advocacy Trust has been guided by core values that underscore the significance of trust, excellence, and respect. In conjunction with its affiliated entities, Forge Consulting, a settlement planning firm, and Advocacy Wealth Management, an investment advisory practice, Advocacy Trust has the team, the knowledge, and the capability to assist clients seeking comprehensive financial solutions beyond a standard plan.


For questions or additional information regarding this announcement, please contact Beth Allen, Marketing Director of The Forge Companies, at 706-856-2535.

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Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

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