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- Professional Executor
- Professional Trustee
- Professional Power of Attorney
- Professional Committee
- Agent for Executor, Attorney, Trustee or Committee
- Executor fees: 3% of the first $1,000,000, 1.5% of balance (lower fees available for larger estates).
- Power of Attorney, Committee and Ongoing Trustee fees: 0.3% of assets under management, with a minimum annual fee of $5000.
- Tax, estate, business succession and philanthropic planning.
- Document management and record keeping services.
- Expense management, bill paying and bookkeeping services.
- Family member financial, legal and business education.
- Family dispute prevention, resolution and governance assistance
- $300 hourly or fixed monthly fee, depending on services provided.
- Hold funds and/or property in trust for third parties while a transaction is finalized or a disagreement is resolved
- Escrow Agent Administration fees: $5000, per transaction.
Mutual Fund Trustee
- Act as trustee for investment funds or other similar pooled investment vehicles that are organized as trusts
- Administration fee: $7000 annually, per fund.