Services to Trustees, Investment Advisors and Family Offices

We have a long history of providing outsourcing and consulting services. Our clients include personal trustees of irrevocable trusts, registered investment advisers, banks and single family offices.

Reporting For trustees

Most state laws require trustees to report annually to current and future beneficiaries of trusts.  Reporting usually involves identifying the nature of the assets, income and expenses, including investment management and trustee fees. For almost 20 years, we have been creating complex, detailed reports that provide all this information as well as many years of historical activity and asset allocation. Please contact us for an example of our work or a consultation of how we can address your specific needs, .

Outsource services for investment advisors

Many wealth advisors focus on investments and a few other areas for which they have expertise. They outsource to us additional services. We do not manage investments and thus don’t compete with those who do. A client may see their investment manager once or twice a year but many clients need more attention. We are brought in for those situations and often see clients weekly. 

Our services are the same whether we partner with other advisors or have a direct relationship. Our goal is to complement the work of others and to make our partners look good. Please contact us for more information.

Advice to Family offices

With 20 years experience managing a single family office, we provide advice on setting up and maintaining family offices — for personnel, tax, and estate planning. Many families manage their affairs smoothly, within or outside the family office structure, but feel they could use independent advice, selectively or more comprehensively. We serve as outside support. We are happy to discuss this with you. Please contact us for more information.