Trustee Services

Our team utilize their many years of experience in trust governance and operational excellence to manage a wide variety of trusts, including:

  • Trust administration
  • Custody services
  • Trust accounting
  • Tax review and reporting
  • Record keeping services
  • Investment risk consulting
  • Customized management services and working together with your tax professional on tax-sensitive strategies

Our team can help ensure your assets are preserved, protected and transferred as you intend. Share New Asset is well positioned to provide trustees for a broad array of trusts to meet your current and future goals. Our Family Business Wealth team puts your interests first, making sure your wealth and assets are managed in the best possible way.

Whether you’re in the process of building, managing or transitioning your assets, we can help at every stage. We have worked with clients and their advisers to identify their estate planning needs, administer their trusts, and settle their estates with our comprehensive range of specialized services for more than a century.

 

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