Services

Trusts

Manage trusts with ease

Many of our clients’ trust documents require a national trust company as a custodian and trustee, licensed in all 50 states. In order to meet their needs, we’ve partnered with National Advisors Trust Company, FSB (NATC).  We work directly with NATC, offering the same standards of cost-efficient service, security and trust.

Custodial services:  Responsible for the safekeeping of securities, collection of income for these securities, settlement of security trades directed by the client and investment advisor and payment of funds, when directed.

Typical custody services:

  • IRA Accounts
  • Personal Accounts
  • Trust Accounts
  • Employee Benefit Accounts

Trustee services: Requires interpreting and acting in accordance with the provisions of the trust document with respect to beneficiaries.

 Typical trustee or co-trustee services:

  • Revocable Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Life Insurance Trusts
  • Foundations

Low Cost-Competitive fees

Trustee accounting: Our firm stands ready to assist trustees, executors, beneficiaries and attorneys in their trust accounting and trust taxation needs. We have expertise in trust accounting engagements for a variety of legal contexts and have prepared annual trust accounting reports filed with the State of Florida courts.  We will be happy to discuss these services with you.