Custom designed solutions to meet your unique needs

OUR SERVICES

HOW IT WORKS

Simple, customized,
and TRUSTed solutions

Let’s connect! 

We will schedule a complimentary consultation with you and the appropriate stakeholders to discuss your needs in more detail.

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Proposal 

Our team will construct a customized proposal outlining (1) project objectives/purpose, (2) scope and processes, (3) deliverables and timing, and (4) fees.

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Execution & Partnership 

We deliver our solution while having the flexibility to make changes along the way! Afterwards, we are still “along for the ride” and a resource for you going forward.

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Our Areas of Expertise

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Fiduciary Compliance & Training

  • Business risk assessment and fiduciary audits

  • Fiduciary policies and procedures

  • AML/BSA Compliance Program

  • 3rd party vendor due diligence and selection process

  • Fiduciary training and workshops

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Unique (Hard-to-Value) Asset Expertise

  • Acceptance and policy guidance 

  • Risk rating and valuation procedures

  • Closely-held entities, ILIT’s, and digital assets

  • Vendor selection process (RFP)

  • Pre-Acceptance reviews

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Advisory Roles & Expert Witness

  • Advisor to trustees and fiduciary organizations

  • Interim fiduciary roles (project management)

  • Represent trustee on boards of closely held entities 

  • Assist with complicated estates and trusts

  • Serve as a Fiduciary Expert witness

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New Trust Companies (Services)

  • Build/Buy/Partner analysis

  • Financial models and projections

  • Trust charter application process

  • Governance and Policy Manual

  • Staffing metrics and vendor due diligence

Partner with Patrick to solve your problems with unbiased advice

GET STARTED