We work with independent trustees to provide investment management services, distributions to beneficiaries and third parties and assist with related administrative tasks.
• If requested, assist with the selection of independent or corporate trustee for the trust. Assist family members, attorneys and CPAs, who may be selected to serve as a trustee.
• Establish an investment policy statement (IPS) in consultation with the trustee. An investment policy includes developing an investment strategy for the trust goals, risk tolerance, asset allocation, other responsibilities and portfolio performance objectives.
• Investment Management Services: implement investment policy statement and manage the trust’s investment portfolio of marketable securities (stocks/equities, bonds/fixed income and alternatives).
• Distributions from investment portfolio to beneficiary bank accounts and third parties approved by the trustee.
• Consult on tax implications and managing tax liability.
• Services can extend to the beneficiaries to assist them with their personal financial goals.
• Assist with trust administration duties such as reporting to beneficiaries, tax, financial planning and communication records.