Fiduciary Family Office

For those whose lives revolve around family or charitable trusts.

The Benefits You Should Expect

Your family office team will create a multi-generational Success Plan in collaboration with you that provides:

An integrated plan for performing and managing all trust or foundation assets in a manner that is consistent with the grantor’s intent while best serving the needs and requirements of current and future beneficiaries

Relief from the administrative and fiduciary burdens related to recordkeeping, trust accounting and reporting requirements
A knowledgeable partner and advisor in all trust matters that facilitates communication across beneficiaries
An investment portfolio customized to the needs and/or constraints of the trust or foundation
Oversight, management and negotiation of provider costs
Productive relationships between trustees and beneficiaries

Objective advice & exceptional service

Sample Deliverables

Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis
Asset allocation, investment due diligence, negotiation, selection and consolidated reporting
Tax aware advice on asset location and income and gift tax return reviews
Estate plan reviews and recommendations
Trust administration, accounting and reporting
Financial recordkeeping and document retention
Education plans for next generation family members

What would you like your family office to do for you?