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TRUST OUTSOURCING & CONSULTING

We combine robust service offerings with integrated legal and financial experience to create effective, customized solutions.

Our Approach

We provide services to professional fiduciaries that allow them to devote their time to client relationships rather than systems and operations. Our highly skilled team supports fiduciaries with their needs and daily requests, including:

  • Maintaining in-house trust accounting systems
  • Managing custodial relationships
  • Developing and maintaining best practice processes and procedures
  • Training personnel

We offer a premier confidential trust and estate accounting back office solution with the following services to project your firm as a full-service fiduciary provider:

  • Reports on demand
  • Automated income collection
  • Income, principal and tax lot accounting
  • Scheduled and on-demand remittances
  • Gift and mutual funds processing
  • Daily cash sweep
  • Internet access to portfolios and transactions
  • Trade settlement and corporate action processing
  • 1099 preparation
  • Fiduciary and individual tax return preparation (as a separate service)

Our services are privately labeled and completely confidential, cost-effective and efficient. As a law firm with a long history of providing fiduciary services, we serve our clients with discretion and complete privacy.

We work with

  • Family Trust offices
  • Banks
  • Law Firms
  • Financial Service professionals
Trust Consulting & Operations