TRUST AND FIDUCIARY SERVICES We offer a variety of Fiduciary Services. Policies and procedures are designed so that your assets remain secure, the requirements of each trust agreement are satisfied and the interests of trust beneficiaries are ensured.
PRIVATE FIDUCIARY A professional fiduciary is generally defined as a non-family member who acts as a conservator, trustee, guardian or other agent designation for more than one relationship.The legal requirements may differ from state to state, but this category has been invaluable to the court system and protection for the elderly or disabled.A state registry is created for individuals who qualify to act in this capacity which are approved by the State and Department of Justice.The probate court is then issued a list of licensed professionals to appoint in the event of litigation or vacancy in one of those capacities.
CORPORATE TRUSTEE We partner with SEI Private Trust Company which is a wholly owned subsidiary of SEI Investments.SEI Investments was founded in 1968 and is a global investment services company.SEI Investments began by developing computer systems designed to assist bank trust departments account for the assets under their control and operate more efficiently.Now with over 30 years of experience, SEI Investments is the industry leader in this market serving seven out of the ten largest U.S. Banks.Trustee services provides for individual trusts, endowments and charitable organizations as well as pension plans.Together we offer personal attention and safety for your assets.
TRUSTEE SUPPORT AND ADMINISTRATION These services are designed to educate and guide individuals to fulfill their role as Trustee.We provide assistance in setting up proper accounting procedures, construction of appropriate investment portfolios and trust allocation strategies.We act as an intermediary with other professionals to ensure legal and tax matters are handled properly.The following is a partial list of services we are capable of providing for your Trustee:
Clarifying the terminology and the provisions of the trust.