When it comes to selecting those who will administer and protect your wealth, relationships matter. Today’s high-net-worth families often count on a team of carefully assembled advisors including attorneys, accountants and financial professionals who act as their financial quarterback, ensuring their wealth is protected and transferred as efficiently as possible in accordance with their wishes.
Founders Fiduciary Services was founded by a consortium of professional advisors
Offering a variety of trust, estate and fiduciary administrative services to a diverse client base
Clients include families, family officers, individuals, businesses and organizations.
Seamless management and custody of assets by an experienced team of private professional advisors
We work seamlessly with our clients' accountants, financial advisors and attorneys.
Clients have the ability to retain closely held assets and your chosen custodian, broker, bank or trading platform.
We make quick distribution and other trust administrative decisions.
We assign a dedicated, experience trust officer to each relationship.
We provide cutting-edge technology for comprehensive trust accounting and tax operations.
We serve as trustee for a broad variety of trusts including testamentary trusts, long-standing family trusts, life insurance trusts and charitable trusts.
TRUST SERVICES A trust is a flexible legal entity established to administer and manage the financial assets of “grantors” – individuals, families, corporations, organizations or institutions. Created during life or by will, trusts provide financial administration, security and asset management for grantors and their beneficiaries. Trusts are considered a vital centerpiece in estate planning. Trusts can be revocable and amendable or irrevocable, continuing the task of asset management and administration for generations.