Service descriptions
Strategic asset allocation, manager and security selection, rebalancing, liquidity oversight and portfolio reporting.
Investment management for assets held in trust, coordinated with the governing instrument, trustee responsibilities and outside legal counsel.
Coordination among trustees, beneficiaries, custodians and professional advisers where authority and distribution rights are divided.
Assessment of near-term cash needs, restricted assets and portfolio liquidity under ordinary and extraordinary circumstances.
Portfolio decisions informed by realized gains, estimated-tax considerations and coordination with independent tax professionals.
Long-range planning around beneficiaries, succession objectives, concentrated positions and intergenerational wealth.