Fiduciary Liaison & Estate Management
We will manage your asset allocation through:
- Accounting and administration
- Forensic accounting services
- Trust accounting service
- Distributions
- Real estate
- Tax-related responsibility
- Communication to beneficiaries and link with clients’ existing professional service providers
- Divorce and litigation support issues
Estate Management:
- Act as fiduciary liaison for estate management
- Communication link between the family and corporate/individual trustee
- Analyze investment contracts and agreements
- Provide cash flow management
- Support all aspects of finance & accounting
- Receivership administration support