Fiduciary Services

Services include:

  • Professional Executor
  • Professional Trustee
  • Professional Power of Attorney
  • Professional Committee
  • Agent for Executor, Attorney, Trustee or Committee

Fees:

  • 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.

Family Office

Services include:

  • 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

Fees:

  • $300 hourly or fixed monthly fee, depending on services provided.

Escrow Agent

Services include:

  • Hold funds and/or property in trust for third parties while a transaction is finalized or a disagreement is resolved

Fees:

  • Escrow Agent Administration fees:  $5000, per transaction.

Mutual Fund Trustee

Services include:

  • Act as trustee for investment funds or other similar pooled investment vehicles that are organized as trusts

Fees:

  • Administration fee: $7000 annually, per fund.