Our expert staff take pride in executing your administrator and trustee requirements.
Services include:
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Accurate, efficient trust operations and asset custody
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Expertise in selection and oversight of multiple managers
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Ongoing auditing and regulatory compliance
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Proactive working relationship with legal counsel
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Preparing trust tax returns
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Maintaining asset titles and inventory
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Ongoing, accurate fiduciary accounting
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Managing marketable and closely-held assets
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Exercising of discretion on behalf of beneficiaries
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Foundation management
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Offshore trusts
- Investment management consistent with our fiduciary duties to the income and remainder beneficiaries.
Our team:
- Review portfolio regularly for quality, performance and compliance with objectives
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Manage liquidity and assure daily reinvestment of cash
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Provide regular performance reviews
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