Custom designed solutions to meet your unique needs
OUR SERVICES
HOW IT WORKS
Simple, customized,
and TRUSTed solutions
Let’s connect!
We will schedule a complimentary consultation with you and the appropriate stakeholders to discuss your needs in more detail.
Proposal
Our team will construct a customized proposal outlining (1) project objectives/purpose, (2) scope and processes, (3) deliverables and timing, and (4) fees.
Execution & Partnership
We deliver our solution while having the flexibility to make changes along the way! Afterwards, we are still “along for the ride” and a resource for you going forward.
Our Areas of Expertise
Fiduciary Compliance & Training
Business risk assessment and audits
Fiduciary policies and procedures
Regulatory exam and audit preparation
3rd party vendor due diligence and selection process
Fiduciary training and workshops
Unique (Hard-to-Value) Asset Expertise
Acceptance and policy guidance
Risk rating and valuation procedures
Closely-held entities, ILIT’s, and digital assets
Vendor selection process (RFP)
Pre-Acceptance reviews
Advisory Roles & Interim Management
Advisor to trustees and fiduciary organizations
Interim fiduciary roles (project management)
Represent trustee on boards of closely held entities
Assist with complicated estates
Expert witness
Process Improvements & Efficiencies
Centralization of fiduciary functions
Assistance with system conversions
Fiduciary tax strategic guidance
Staffing analysis
Account opening and closing procedures
