Professionals & Personal
Financial Evaluation Services
Overall evaluation of the make-up of fully-funded trusts, etc. This service is typically in coordination with trust companies, investment advisors, et al.
In some cases, it is necessary to step back from fully-funded trusts and look at the investment vehicles or underlying vehicles themselves. With our key partners in the trust and investment management sector, we can help ensure that fiduciaries and beneficiaries have a professional set of eyes on their investments and that the make-up of the related portfolios is designed to satisfy the needs of the applicable beneficiaries, both current and remainder.
At times, an estate or trust administration may fund a new business venture or shift from one asset class to another. We can help guide fiduciaries in making such key evaluation decisions. We savor the opportunity to assist clients’ professionals in these instances.
Over 25 Years Experience
The Fiduciary Consultant offers collaborative services to legal, accounting, and corporate fiduciary professionals.
Estates, Trusts and Tax
For Professionals & Families.
