Professional Individual Trustee Services trustee and co-trustee consulting services

We serve as a Professional Individual Trustee and/or Co-Trustee for those who wish to appoint a seasoned Trust Professional in lieu of family, friends or a Corporate Fiduciary to manage all aspects of their trust(s).  

Appointing a seasoned Professional Individual Trustee not only removes the stress of relying on individuals in your family or social circle who may not understand the many nuances involved in serving in such a capacity, it also removes the risk of giving one institution / Corporate Fiduciary total control over your assets and discretionary distributions.  

A Corporate Fiduciary typically offers to serve as both the Asset Manager, Trustee and/or Co-Trustee of your Trust(s).  By appointing one Corporate Fiduciary, you are giving one institution control over both the portfolio/assets of the trust, but also over any/all distribution requests that may be made.  Essentially, you are putting all of your eggs in one basket.  

A Professional Individual Trustee / Co-Trustee:

• Acts honestly and in good faith to represent your trust(s) in the best interest of the beneficiaries and remaindermen

• Oversees all aspects of the portfolio management process and works with your asset manager to ensure that the assets of the   trust are managed and invested prudently in-line with the stated investment objective

• Regularly collaborates with you and all of your advisors to ensure that your estate planning, accounting and asset   management are all work for you and your interest, cohesively and seamlessly

• Administers the trust(s) to ensure that all mailings, payments, distributions and investments are complete and accurate 

• Considers and satisfies and/all discretionary distribution requests, when appropriate

• Completes any/all tax payments.